Moving away from Salesforce CPQ (quoting & proposals)
Budget: $750 – $1,500 USD
Hi, we’re currently using Salesforce CPQ, and honestly, it’s no longer working well for us. It feels heavy, hard to adjust, and over time we’ve added too many workarounds just to keep quoting and pricing running. On top of that, Salesforce has become quite expensive for what we actually use, especially given the complexity and maintenance effort involved.
We want to move off Salesforce CPQ and switch to a simpler system focused on quotes, pricing logic, and proposals that better matches how our sales team actually works.
What we need help with:
Review our current Salesforce CPQ setup
Understand our existing quote and pricing logic
Help us migrate to a different quoting & proposal system
Set up pricing rules and quote generation
Make quotes and proposals work together in one place
Connect the new system with our CRM or other tools if needed
Why we’re doing this:
Salesforce CPQ feels too complex for everyday use
Small pricing changes are harder than they should be
Quoting and proposal creation feel disconnected
Too much manual fixing and maintenance
The overall cost of Salesforce no longer feels justified for our needs
What we’re looking for:
Someone who has worked with Salesforce CPQ and understands quoting and pricing systems well enough to help us move to something simpler, more flexible, and more cost-effective.
If you’ve done CPQ or quoting system migrations before and can help us think through the transition, please reach out and tell us how you’d approach it.
Thanks.
We want to move off Salesforce CPQ and switch to a simpler system focused on quotes, pricing logic, and proposals that better matches how our sales team actually works.
What we need help with:
Review our current Salesforce CPQ setup
Understand our existing quote and pricing logic
Help us migrate to a different quoting & proposal system
Set up pricing rules and quote generation
Make quotes and proposals work together in one place
Connect the new system with our CRM or other tools if needed
Why we’re doing this:
Salesforce CPQ feels too complex for everyday use
Small pricing changes are harder than they should be
Quoting and proposal creation feel disconnected
Too much manual fixing and maintenance
The overall cost of Salesforce no longer feels justified for our needs
What we’re looking for:
Someone who has worked with Salesforce CPQ and understands quoting and pricing systems well enough to help us move to something simpler, more flexible, and more cost-effective.
If you’ve done CPQ or quoting system migrations before and can help us think through the transition, please reach out and tell us how you’d approach it.
Thanks.