CPQ Quickstart

Forsyth Software implements Salesforce Configure Price Quote (CPQ) for businesses in Metro Atlanta to enable faster and accurate quote generation with fewer invoicing errors for orders.

Go Live with Salesforce CPQ in Under 6 Weeks!

Whether you are new to Salesforce.com or you would like to add Salesforce CPQ to your existing Salesforce platform, our Salesforce Quickstart implementations are the best way to get your team started with the Salesforce CPQ and start seeing a return on your Sales Cloud investment.

Our certified professionals will understand your business and needs and map your requirements to Salesforce CPQ functionality, following Salesforce best practices.

What’s Included

As your business grows and your requirements evolve, Salesforce can easily adapt to meet your needs. Leverage the powerful features of Salesforce CPQ by integrating Marketing Cloud, Sales Cloud or Community Cloud or choose from over 5000 powerful third-party apps on the Salesforce AppExchange, the world’s largest business applications marketplace.

CPQ Configuration

Create rules and preconfigured solutions to streamline complex sales cycles — and boost product add-on attachment rates.

Pricing Engine

Set up pricing for your product catalog. The final values are auto-calculated taking into account tax and discount values to reduce errors.

Quote Generation

Allow your sales reps to create a quote, send it through emails, and include their e-signatures while closing the deals.

Contract Renewals Automation

Give users the ability to manage subscription operations by automating the collection of subscription payments.

CPQ Cloud

Storing data in the cloud makes sales processes faster, more secure, up to date, and efficient.

Guided Selling

Salesforce CPQ helps users easily sort through a large product catalogue to find what they’re looking for.

Account / Contact Management

Quickly and Easily access critical customer data including key contacts, communication history, and more.

CRM Database

Connect service cases with customer orders and individual products, to obtain deep insight on product-specific issues to improve customer service levels.

Pricing & Products Setup

Help your sales reps select the right products and services for each customer every time. Ensure consistent pricing and discounting.

Data Migration

We use thorough, risk-averse migration techniques for manual and automated data extraction, cleansing, loading, verification, testing, and implementation.

Reports & Analytics

Make your team and business smarter with prebuilt dashboards and apps and AI powered insights and predictions.


We will show you the basics and make sure you are comfortable with your solution.

Project Components

The Forsyth Software CPQ Quickstart packages have been tailored to help you get up and running quickly on the Salesforce platform. Our Quickstart packages cover all aspects of configuring Salesforce CPQ to ensure you get great value from your licenses.

Project Management & Solution Design

During the planning stage, we will produce your personalized implementation plan that will give you a more collaborative and transparent view of your project. We will provide you with a complete set of design documents that will specify all the nitty-gritty of the solution implemented.

Dedicated Team

A dedicated team of specialists would be working with you to make your idea become a reality. They will be contactable via multiple channels and on hand to answer any queries you might have throughout the project.

On-Site / Off-Site Presence

Lead Salesforce Quick Start Expert will conduct on-site discovery workshops to understand your requirements and provide personalized End-user training.

Quickstart Implementation Options

You can select either of the timeboxed and modular implementation packages which can do a short timeboxed launched or a more detailed and tailored launch.

End-User Training

We will provide end user training to ensure that end users are able to use the system end to end.

Quickstart Implementation Steps


Discovery and Scoping

Our Salesforce expert will work with you to map out the scope of Sales Cloud implementation by understanding your requirements and defining clear actions.


Setup & Configuration

At this stage, our team will start setting up your Salesforce Sales Cloud and configure the product to match your business requirements.


Walkthrough & Feedback

We will demo the software features as it is taking shape, take your feedback and make necessary adjustments and refinements.


Data Load and Testing

We migrate your data from existing systems and perform comprehensive tests to ensure your application performs as intended.


End-User Training & Go- Live

We train your users so they’re up and running quickly. You can always count on us for any support backed by robust SLAs for complete peace of mind.

Key Benefits

Increase Operational Efficiency

Accelerate deals by managing your entire deal flow within their CRM

Eliminate Pricing Errors

We set up pricing rules to ensure that your pricing is optimized and accurate.

Subscription Billing

Establish better relationships with your clients and gain better access to your company’s analytics data.

Help Sell the Right Product Combinations

Discover the products that the customers want to buy as well as products that the customers might need but they do not realize yet.

Salesforce CPQ Integration

We offer integration of Salesforce CPQ with other third-party applications to satisfy the needs of your business.

Collaborate on Deals

Sales teams can create and share error-free documents with customers, with ease.

Streamline Revenue Recognition

Easy access to overall reports on the companies quotes, orders, invoices, and payments for efficient functioning.

Launch Salesforce CPQ in Under 6 Weeks

Get started today and have your Salesforce CPQ implemented in under 6 weeks.

Get A Free Estimate

At Forsyth Software, we specialize in Salesforce.com CRM services, mobile apps development and data integration services. We recognize that every customer has unique business challenges and we work hand in hand to overcome those challenges with them. We provide services in the following areas –

General Software Support : We work with IT and Operational teams to support, maintain and enhance IT applications like Salesforce, Monday.com, Zoho, Workday, ERP System as well as custom applications developed using PHP, DotNet, Java and a host of other technologies.

Salesforce Implementations : Forsyth Software can set up and implement various Salesforce.com Clouds like the Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Analytics, Tableau for your sales and support teams. Call us today to get a demonstration of Salesforce to see if it fits your needs.

Mobile Apps Development : We provide support, maintenance and enhancement services for Android and iOS mobile Apps as well as mobile web apps.

Data Integration Services: Our team can help integrate software systems using point to point or centralized data connectors, using tools like Mulesoft, Dell Boomi, JitterBit and SSIS. If you would like to connect and transact data between systems then contact us to get an analysis done.

Contact Forsyth Software at (866) 876 0227 or [email protected] to discuss your specific needs and get a free estimate.

Success Stories

The Business Challenge: TelPlus a managed services company based out of Atlanta was looking for a new vendor to take over it’s Salesforce.com CRM and help improve it’s performance. The original implementation of Salesforce.com were not completely successful, TelPlus was looking for a trusted partner to work collaboratively on improving the performance, usability and adoption of both Salesforce applications within their call center.

Our Approach: The Forsyth Software Services team worked with the internal IT and business groups, shadowing call center agents and back office users or Salesforce.com. They Proposed a three step approach to improving usability and increasing adoption through simplification of the call center applications. would become and integral part of their operations infrastructure

The Outcome: The solution implementation resulted in a three-fold increase in adoption of Salesforce.com along with improved customer retention and customer satisfaction scores for TelPlus.

The Business Challenge: The original purpose for DAIKIN needing the services of Forsyth Software Services was to help with a Salesforce.com training seminar. With time this transformed into management providing insights into the challenges faced with professional services project management tracking and project accounting.

Our Approach: Forsyth Software Services identified and implemented the AgilePMO salesforce.com based PSA solution which includes all aspects of project tracking like task tracking, project team member tracking, scheduling, time tracking and project accounting.

The Outcome: The solution implementation resulted in a three-fold increase in adoption of Salesforce.com an overall increase in revenue tracking and project billing since a lot of the tasks that were previously accomplished via complex excel were automated within Salesforce.com.

Customer Testimonials

"We were able to speed up product and design and delivery while reducing our costs. Forsyth Software has been hands down the best vendor decision my team has made."

Mark S.

"They have high-quality resources who are willing to go the extra mile to provide value in development."

Tim R.

“Working with this company has been one of the best decisions that we have made. Our call handling times have gone down with the automation built by Forsyth Software."

Robert F.