Salesforce CPQ & Billing Blueprint
Budget: $30 – $250 CAD
I’m looking for a consultant who can map out a full-scale implementation plan for Salesforce CPQ and Billing from kick-off to post-go-live stabilization. I already know the end state I want—an integrated quoting, pricing, and invoicing engine that Sales, Finance, and Operations can rely on—but I need a clear, phase-by-phase roadmap that shows exactly how we get there.
What I expect to receive
• A structured project plan that breaks work into phases such as discovery, solution design, build, testing, deployment, and hyper-care, each with key activities, owners, durations, and entry/exit criteria.
• Change-management strategy: stakeholder analysis, communications cadence, and adoption tactics.
• Training approach: recommended formats, curriculum outline, and a rollout timeline that fits the project phases.
• Risk register and mitigation actions specific to CPQ/Billing, including data migration, downstream finance impacts, and subscription revenue recognition.
• Tool recommendations (e.g., Agile Jira boards, Smartsheet, MS Project) and any Salesforce accelerators you feel are critical.
• Milestone-level timeline (Gantt or similar) plus effort estimates so leadership can size internal resourcing.
• Clear acceptance criteria for each phase and a single consolidated deliverable package (PDF + editable sheets).
Success for me is having an actionable blueprint I can hand to my internal PMO and our Salesforce SI partner so execution can start right away without re-work. If you’ve authored similar roadmaps, especially for multi-cloud Salesforce rollouts, please share a brief example or outline in your bid. I’m ready to move quickly once I find the right fit.
What I expect to receive
• A structured project plan that breaks work into phases such as discovery, solution design, build, testing, deployment, and hyper-care, each with key activities, owners, durations, and entry/exit criteria.
• Change-management strategy: stakeholder analysis, communications cadence, and adoption tactics.
• Training approach: recommended formats, curriculum outline, and a rollout timeline that fits the project phases.
• Risk register and mitigation actions specific to CPQ/Billing, including data migration, downstream finance impacts, and subscription revenue recognition.
• Tool recommendations (e.g., Agile Jira boards, Smartsheet, MS Project) and any Salesforce accelerators you feel are critical.
• Milestone-level timeline (Gantt or similar) plus effort estimates so leadership can size internal resourcing.
• Clear acceptance criteria for each phase and a single consolidated deliverable package (PDF + editable sheets).
Success for me is having an actionable blueprint I can hand to my internal PMO and our Salesforce SI partner so execution can start right away without re-work. If you’ve authored similar roadmaps, especially for multi-cloud Salesforce rollouts, please share a brief example or outline in your bid. I’m ready to move quickly once I find the right fit.