Logik.io CPQ Implementation & CRM Integration
Budget: £750 – £1,500 GBP
Our team is rolling out Logik.io CPQ and I need the environment fully implemented so sales can start quoting inside the next few weeks. The build needs to integrate with Dynamix365 CRM and knowledge of a telecom operator Lead2Cash experience is needed.
The priority tasks are:
• System setup and configuration inside Logik.io
• Complete migration of our existing product, pricing and rule data into the new CPQ
• Seamless, bi-directional integration with our CRM so accounts, opportunities and quotes stay in sync
You will have direct access to a project lead on our side for credentials, sample data and mapping rules. The final hand-off will include a short knowledge-transfer session plus an admin runbook that documents key objects, flows and error-handling steps.
Acceptance criteria
• Users can create a quote in Logik.io and see it instantly pushed to the CRM opportunity record
• All migrated products, price books and constraint rules calculate accurately against five test scenarios we will supply
• Deployment scripts or step-by-step notes allow us to recreate the configuration in a sandbox at any time
Experience with Logik.io, CPQ best practices, and CRM API tooling and Telecom domain will be critical for success.
The priority tasks are:
• System setup and configuration inside Logik.io
• Complete migration of our existing product, pricing and rule data into the new CPQ
• Seamless, bi-directional integration with our CRM so accounts, opportunities and quotes stay in sync
You will have direct access to a project lead on our side for credentials, sample data and mapping rules. The final hand-off will include a short knowledge-transfer session plus an admin runbook that documents key objects, flows and error-handling steps.
Acceptance criteria
• Users can create a quote in Logik.io and see it instantly pushed to the CRM opportunity record
• All migrated products, price books and constraint rules calculate accurately against five test scenarios we will supply
• Deployment scripts or step-by-step notes allow us to recreate the configuration in a sandbox at any time
Experience with Logik.io, CPQ best practices, and CRM API tooling and Telecom domain will be critical for success.