Accelerators

Salesforce CPQ Starter

Kickstart your CPQ journey with FortéNext. Implement essential configure, price, quote functionality in four weeks. Schedule a demo today with our team.

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Streamline and personalize the B2B buying process

Quote management

Easily create, view, and edit quotes.

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Additional discounts

Apply discounts to specific lines.

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Quote generation

Quickly generate quotes from a template.

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Accelerate your move to Salesforce CPQ

Fast time to value

Typically up and running within 3 weeks.

Expert guidance

Use our expertise to seamlessly transition your business requirements into the CPQ platform.

Unified checkout experience

Start using CPQ fast and create a firm foundation for further pricing optimization.

What's included

Setup

Salesforce CPQ installation

Permissions setup

Basic configurations for CPQ search and pages

Catalog configuration

Bundles setup

Product rules & dependencies

Product pricing methods

Quote management setup

Quote object and layouts setup

Opportunity object and layouts setup

Validating quotes by specified rules

Applying discounts to quote lines

Ability to use product rules (up to 5)

Ability to use price rules (up to 5)

Quote generation via template (up to 2)

Why FortéNext?

120

Salesforce specialists

150

Salesforce certifications

100

Salesforce Lightning projects

“Our CPQ Accelerator is a cost-effective solution that ensures you get up and running quickly with Salesforce's cloud-based sales tool, helping your team to provide accurate pricing for different product configurations, and build in account-specific features, customizations, quantities, and discounts.”

Nadiya Kreynin

CEO at FortéNext

Industry-specific expertise, including manufacturing, healthcare, distribution, retail, and fintech
Award-winning certified Salesforce partner
One-stop solution for all Salesforce services, and related services
Proactive approach to problem solving
Affordable access to top talent

We are the largest third-party Salesforce staff augmentation services provider
91% of our managed services clients are long-term

FortéNext case studies

Ovation Medical Accelerates Order Processing and Increases Sales Reps' Productivity

FortéNext helped Ovation Medical smoothly introduce B2B Commerce into their order and data management flows which enabled sales reps to ramp up their productivity by 2x.

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Enabling Seamless B2B Commerce for Medical Parts Replacement

Together with First Call Parts, FortéNext built a digital B2B storefront that facilitates buying experiences for customers and daily operations for the sales team.

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Robust Promotions Machine for Beauty Products Distributor

See how FortéNext helped ManocoBlue build a customized B2B Commerce solution with robust promotions capabilities to fuel their commerce engine.

Read case study