Salesforce CPQ (Configure, Price, Quote) is a cloud-based sales tool that streamlines the process of configuring product offerings, determining accurate pricing, and generating professional quotes for customers. By automating these tasks, it reduces errors and accelerates the sales cycle, enabling sales teams to close deals more efficiently. Integrated within the Salesforce platform, CPQ ensures seamless access to customer data and aligns with existing CRM workflows.

Blue5Green brings specialized expertise to configure Salesforce CPQ (Configure, Price, Quote) according to a company's unique sales processes, ensuring a tailored fit that maximizes efficiency. We streamline the integration of CPQ with existing systems, such as CRM and ERP platforms, facilitating seamless data flow and enhancing overall sales operations. Additionally, we offer comprehensive training and support, empowering sales teams to effectively utilize CPQ features, thereby accelerating deal closures and boosting revenue.

Key Features

CPQ Favorites

Quote Line Groups

Twin Fields

Product Rules

Price Rules

Contract Amendments & Automated Renewals

Guided Selling

Summary Variables

Contracted Pricing

Multi-Dimensional Quoting Products

Key Features

CPQ Favorites

Quote Line Groups

Twin Fields

Product Rules

Price Rules

Contract Amendments & Automated Renewals

Guided Selling

Summary Variables

Contracted Pricing

Multi-Dimensional Quoting Products

Streamlining Product Bundling and Customization

Pain Point

Inaccuracies in quotes, whether due to incorrect pricing or missing components, can lead to revenue leakage, delays, and customer dissatisfaction.

CPQ Solution

CPQ’s validation rules, automated calculations, and data integrations minimize errors, leading to more accurate quotes, higher confidence among sales teams, and improved client trust.

Accelerating Sales Cycle and Reducing Time-to-Quote

Pain Point

The sales cycle in financial services can be prolonged due to manual quoting processes, which often involve back-and-forth communication for corrections and approvals.

CPQ Solution

Salesforce CPQ accelerates the sales process by automating the generation of quotes, ensuring speed and consistency across teams, and enabling sales reps to respond to client inquiries promptly, thereby shortening the sales cycle.

Automating Complex Quote Approvals

Pain Point

Financial products often have complex approval workflows involving multiple stakeholders and compliance checks, which can delay quote approvals and lead to inefficiencies.

CPQ Solution

Salesforce CPQ automates and standardizes approval processes, ensuring that quotes are reviewed based on predefined criteria, reducing the time to approval and minimizing human error.

Enhancing Compliance and Regulatory Adherence

Pain Point

Financial services often involve multi-tiered, personalized, or dynamic pricing that can be hard to manage manually, leading to inaccuracies and inconsistencies.

CPQ Solution

CPQ's advanced pricing engine supports a wide range of pricing models, including volume-based pricing, discounts, and customized client-specific pricing, helping sales teams generate accurate quotes faster.

Managing Complex Pricing Structures

Pain Point

Financial products often come in bundles or require customization to meet unique client needs, making it challenging to configure without errors.

CPQ Solution

CPQ’s guided selling and product bundling capabilities simplify the process of configuring complex financial products and ensure all relevant options and add-ons are considered, improving customer satisfaction and reducing rework.

Improving Quote Accuracy and Reducing Errors

Pain Point

The financial services industry is heavily regulated, and each quote or proposal must meet strict compliance standards. Manual compliance checks can be time-consuming and prone to errors.

CPQ Solution

Salesforce CPQ can enforce compliance requirements by embedding rules and restrictions directly into the quoting process, ensuring all generated quotes adhere to regulatory standards and reducing risk of non-compliance.

Streamlining Product Bundling and Customization

Pain Point

Inaccuracies in quotes, whether due to incorrect pricing or missing components, can lead to revenue leakage, delays, and customer dissatisfaction.

CPQ Solution

CPQ’s validation rules, automated calculations, and data integrations minimize errors, leading to more accurate quotes, higher confidence among sales teams, and improved client trust.

Accelerating Sales Cycle and Reducing Time-to-Quote

Pain Point

The sales cycle in financial services can be prolonged due to manual quoting processes, which often involve back-and-forth communication for corrections and approvals.

CPQ Solution

Automating Complex Quote Approvals

Pain Point

Financial products often have complex approval workflows involving multiple stakeholders and compliance checks, which can delay quote approvals and lead to inefficiencies.

CPQ Solution

Salesforce CPQ automates and standardizes approval processes, ensuring that quotes are reviewed based on predefined criteria, reducing the time to approval and minimizing human error.

Enhancing Compliance and Regulatory Adherence

Pain Point

Financial services often involve multi-tiered, personalized, or dynamic pricing that can be hard to manage manually, leading to inaccuracies and inconsistencies.

CPQ Solution

Managing Complex Pricing Structures

Pain Point

Financial products often come in bundles or require customization to meet unique client needs, making it challenging to configure without errors.

CPQ Solution

Improving Quote Accuracy and Reducing Errors

Pain Point

The financial services industry is heavily regulated, and each quote or proposal must meet strict compliance standards. Manual compliance checks can be time-consuming and prone to errors.

CPQ Solution

Streamlining Product Bundling and Customization

Pain Point

Inaccuracies in quotes, whether due to incorrect pricing or missing components, can lead to revenue leakage, delays, and customer dissatisfaction.

CPQ Solution

CPQ’s validation rules, automated calculations, and data integrations minimize errors, leading to more accurate quotes, higher confidence among sales teams, and improved client trust.

Accelerating Sales Cycle and Reducing Time-to-Quote

Pain Point

The sales cycle in financial services can be prolonged due to manual quoting processes, which often involve back-and-forth communication for corrections and approvals.

CPQ Solution

Our Expertise

Thought Leadership, Strategy & Advisory
- Strategic Roadmaps
- Actionable Insights
- Executive Guidance
- Adoption Enablement
Business Analysis & Prototype
- Process Mapping
- Rapid Prototyping
- Concept Validation
- Risk Mitigation
Architecture & Design
- Scalable Design
- Multi-Cloud Solutions
- Performance Optimization
- Future-Proofing
Implementation & Quality Assurance
- Agile Deployment
- Rigorous Testing
- Seamless Rollouts
- Operational Excellence
Development & Customization
- Custom Development
- UI/UX Enhancements
- Process Customization
- Code Quality
Integration & Automation
- Seamless Integrations
- Process Automation
- Workflow Orchestration
- Real-Time Data
Data, AI & Analytics
- Advanced Analytics
- AI-Powered Insights
- Data Governance
- Intelligent Optimization
Support & Maintenance
- Proactive Monitoring
- SLA-Driven Support
- Continuous Optimization
- Performance Improvement

Why Blue5Green?

Deep Industry Expertise & Thought Leadership
We bring unparalleled industry expertise, with a team of Salesforce experts who understand the nuances of your sector and provide thought leadership that drives innovation and value.
Proven Track Record
Our history of successful Salesforce implementations speaks for itself. We’ve helped numerous organizations transform their operations and achieve measurable results.
Global Delivery
With a global footprint, we deliver solutions seamlessly across geographies, ensuring consistency, quality, and round-the-clock support for your Salesforce journey.

How Can
We Work Together?

Transformation stories

Blue5Green has been a great partner. They are responsive and really care about providing an outstanding service. They are extremely knowledgeable and creative in finding solutions to challenging problems.

Vice President, Product Strategy

Technology Company, USA

Vice President, Product Strategy

Technology Company, USA

45%

Boost in lead-to-close rate

45%

Boost in lead-to-close rate

I wanted to take a moment to express our sincere appreciation to Blue5Green for the exceptional work on our project. Your team's leadership, commitment, and expertise have been evident in managing the challenging timelines and resolving defects.

Product Owner

Healthcare Payer and Provider, USA

Product Owner

Healthcare Payer and Provider, USA

35%

Faster claims processing

35%

Faster claims processing

We want to take a moment to sincerely thank Blue5Green for their fantastic work in modernizing our Financial Services platform. Your team's expertise and commitment shone through every step of the project.

Implementation Manager

Insurance Provider, UK

Implementation Manager

Insurance Provider, UK

30%

Reduction in underwriting cycle time

30%

Reduction in underwriting cycle time

Thank you Blue5Green,for your team’s hard work and dedication in helping us implement our travel and purchase protection system. Your contributions are greatly appreciated.

Project Manager, Lifestyle & International IT

Insurance Provider, UK

Project Manager, Lifestyle & International IT

Insurance Provider, UK

28%

Faster claims intake

28%

Faster claims intake

Blue5Green, we were thoroughly impressed with the service provided by your team. Our team, greatly enjoyed partnering with your staff. The support we received was invaluable.

Release Manager

Government Agency, USA

Release Manager

Government Agency, USA

33%

Faster citizen request case closure

33%

Faster citizen request case closure

Blue5Green was a crucial partner for our development team in managing the release process. The deployment process you established ensured smooth operations, leaving us and our clients satisfied. We greatly value your expertise and would happily partner on future projects.

Director, Engagement Delivery

Software Implementation partner, USA

Director, Engagement Delivery

Software Implementation partner, USA

50%

Improvement in deployment cycle time

50%

Improvement in deployment cycle time

Team Blue5Green consistently exceeded expectations with their quick responses, flexibility in handling new requirements, and strong commitment to both the client and the vision.

Vice President, Systems Development

Portfolio Management Company, USA

Vice President, Systems Development

Portfolio Management Company, USA

25%

Increase in client onboarding speed

25%

Increase in client onboarding speed

One of the best parts of working with Blue5Green was their expertise and attention to detail in executing the project. Their partnership ensured a timely deployment and resulted in an outstanding final product.

Vice President, Digital Innovation

Healthcare Payer, USA

Vice President, Digital Innovation

Healthcare Payer, USA

30%

Increase in digital form adoption

30%

Increase in digital form adoption

Blue5Green has supported us with various implementations and improvements,and has been a true partner. They always go the extra mile to get the job done, and we look forward to working with them for years to come.

Senior Director, Enterprise Applications & Insights

Capital Markets Company, USA

Senior Director, Enterprise Applications & Insights

Capital Markets Company, USA

28%

Improvement in trade exception management

28%

Improvement in trade exception management

Blue5Green provided outstanding technical expertise, easily adapted to changing project needs while always delivering high-quality solutions on time. Their support doesn’t end when the project compeleted and remained extremely dependable for ongoing assistance.

President

Healthcare Company, USA

President

Healthcare Company, USA

25%

Reduction in referral cycle time

25%

Reduction in referral cycle time

Blue5Green has been a great partner in developing our Salesforce instance,including complex triggers and workflows. They offer flexible scheduling, deliver high-quality work, and provide cost-effective solutions.

Executive Director

Corporate Investment Bank, France

Executive Director

Corporate Investment Bank, France

3X

Faster deal lifecycle management

3X

Faster deal lifecycle management

Blue5Green team is extremely flexible and adaptive to our processes. They understand the business requirements well and provide wonderful solution approaches.

Technical Manager

Hotel Chain, USA

Technical Manager

Hotel Chain, USA

30%

Increase in guest loyalty program engagement

30%

Increase in guest loyalty program engagement

Vice President, Product Strategy

Technology Company, USA

Vice President, Product Strategy

Technology Company, USA

45%

Boost in lead-to-close rate

45%

Boost in lead-to-close rate

Product Owner

Healthcare Payer and Provider, USA

Product Owner

Healthcare Payer and Provider, USA

35%

Faster claims processing

35%

Faster claims processing

Implementation Manager

Insurance Provider, UK

Implementation Manager

Insurance Provider, UK

30%

Reduction in underwriting cycle time

30%

Reduction in underwriting cycle time

Thank you Blue5Green,for your team’s hard work and dedication in helping us implement our travel and purchase protection system. Your contributions are greatly appreciated.

Project Manager, Lifestyle & International IT

Insurance Provider, UK

Project Manager, Lifestyle & International IT

Insurance Provider, UK

28%

Faster claims intake

28%

Faster claims intake

Blue5Green, we were thoroughly impressed with the service provided by your team. Our team, greatly enjoyed partnering with your staff. The support we received was invaluable.

Release Manager

Government Agency, USA

Release Manager

Government Agency, USA

33%

Faster citizen request case closure

33%

Faster citizen request case closure

Director, Engagement Delivery

Software Implementation partner, USA

Director, Engagement Delivery

Software Implementation partner, USA

50%

Improvement in deployment cycle time

50%

Improvement in deployment cycle time

Team Blue5Green consistently exceeded expectations with their quick responses, flexibility in handling new requirements, and strong commitment to both the client and the vision.

Vice President, Systems Development

Portfolio Management Company, USA

Vice President, Systems Development

Portfolio Management Company, USA

25%

Increase in client onboarding speed

25%

Increase in client onboarding speed

Vice President, Digital Innovation

Healthcare Payer, USA

Vice President, Digital Innovation

Healthcare Payer, USA

30%

Increase in digital form adoption

30%

Increase in digital form adoption

Senior Director, Enterprise Applications & Insights

Capital Markets Company, USA

Senior Director, Enterprise Applications & Insights

Capital Markets Company, USA

28%

Improvement in trade exception management

28%

Improvement in trade exception management

President

Healthcare Company, USA

President

Healthcare Company, USA

25%

Reduction in referral cycle time

25%

Reduction in referral cycle time

Executive Director

Corporate Investment Bank, France

Executive Director

Corporate Investment Bank, France

3X

Faster deal lifecycle management

3X

Faster deal lifecycle management

Blue5Green team is extremely flexible and adaptive to our processes. They understand the business requirements well and provide wonderful solution approaches.

Technical Manager

Hotel Chain, USA

Technical Manager

Hotel Chain, USA

30%

Increase in guest loyalty program engagement

30%

Increase in guest loyalty program engagement

Vice President, Product Strategy

Technology Company, USA

Vice President, Product Strategy

Technology Company, USA

45%

Boost in lead-to-close rate

45%

Boost in lead-to-close rate

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Contact us today to discuss how we can help you achieve your goals!

Key Features

Key Features

How Can We Work Together?

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28%

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50%

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How Can
We Work Together?