Salesforce CPQ Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Salesforce CPQ Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Salesforce CPQ related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Salesforce CPQ specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Salesforce CPQ Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Salesforce CPQ improvements can be made.

Examples; 10 of the 999 standard requirements:


1. How should a strategy and respective process be designed in order to support the effective and efficient implementation of a knowledge based system for the CPQ process based on COTS software?
   
   

2. How do larger, enterprise scale companies deal with the conflicting needs of Chief Financial Officers and Chief Revenue Officers and/or VPs of Sales?
   
   

3. Is there a well developed business plan that includes fiscal and human resource management, as well as strategic planning and accountability?
   
   

4. Which type of Product Action should the Admin create to ensure that only a specific set of products may be selected for the dynamic bundle?
   
   

5. What is the best method for restricting users from removing line items that are added to the configuration through a Recommended Item rule?
   
   

6. What about all the expenses that have likely already increased since the test year and will continue increase just due to inflation?
   
   

7. Does it effectively handle omnichannel sales from direct and indirect sales channels with a consistently friendly user interface?
   
   

8. How can the Admin ensure that the user is presented with the custom Contract Name field when the user initiates an Amendment?
   
   

9. Which property must be present on the additional Quote line to create a Subscribed Asset at the time of Contract generation?
   
   

10. How can a user be restricted from removing line items that are added to the configuration through a Recommended Item rule?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Salesforce CPQ book in PDF containing 999 requirements, which criteria correspond to the criteria in...


Your Salesforce CPQ self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Salesforce CPQ Self-Assessment and Scorecard you will develop a clear picture of which Salesforce CPQ areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Salesforce CPQ Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Salesforce CPQ projects with the 62 implementation resources:


• 62 step-by-step Salesforce CPQ Project Management Form Templates covering over 1500 Salesforce CPQ project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Stakeholder Management Plan: Is an industry recognized mechanized support tool(s) being used for Salesforce CPQ project scheduling & tracking?
   
   

2. Cost Management Plan: Cost variances – how will cost variances be identified and corrected?
   
   

3. Human Resource Management Plan: Are adequate resources provided for the quality assurance function?
   
   

4. Probability and Impact Matrix: How do you analyze the risks in the different types of Salesforce CPQ projects?
   
   

5. Activity Attributes: How difficult will it be to complete specific activities on this Salesforce CPQ project?
   
   

6. Quality Audit: How does your organization know that its system for ensuring that its training activities are appropriately resourced and support is appropriately effective and constructive?
   
   

7. Initiating Process Group: During which stage of Risk planning are modeling techniques used to determine overall effects of risks on Salesforce CPQ project objectives for high probability, high impact risks?
   
   

8. Quality Audit: How is the Strategic Plan (and other plans) reviewed and revised?
   
   

9. Procurement Management Plan: Is there a formal set of procedures supporting Issues Management?
   
   

10. Probability and Impact Assessment: Do requirements put excessive performance constraints on the product?


 
Step-by-step and complete Salesforce CPQ Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Salesforce CPQ project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Salesforce CPQ project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Salesforce CPQ project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Salesforce CPQ project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Salesforce CPQ project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Salesforce CPQ project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Salesforce CPQ project with this in-depth Salesforce CPQ Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Salesforce CPQ projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Salesforce CPQ and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Salesforce CPQ investments work better.

This Salesforce CPQ All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.