Choosing a Salesforce CPQ Consultant

When choosing a Salesforce CPQ consultant, here are some questions you may want to ask:

What is your experience with Salesforce CPQ? Ask the consultant about their relevant experience, projects they have worked on, and any certifications they hold.
Can you explain the CPQ process to me? A good consultant should be able to explain the Configure Price Quote process and how it works within Salesforce.
How do you approach customization? Ask the consultant how they handle customizations and what their approach is to ensure they align with your company’s specific needs.
How do you handle data migration and integration? Ask the consultant how they plan to migrate your existing data into Salesforce CPQ and how they will integrate it with other systems.
Can you provide references? Ask the consultant for references from previous clients or employers, and reach out to them to learn more about the consultant’s work.
How do you stay up-to-date with the latest Salesforce CPQ developments? Ask the consultant about their process for staying current with new updates and features, and how they keep their skills relevant and up-to-date.
What is your project management process? Ask the consultant how they manage projects, including timelines, milestones, and communication with stakeholders.
Can you walk me through a recent project you completed? Ask the consultant to walk you through a recent project they completed, including the challenges they faced and how they addressed them.
What is your pricing structure? Ask the consultant about their pricing structure, including any hourly or project-based rates, and what services are included in the cost.
What is your availability? Ask the consultant about their availability to work on your project, including their hours of operation and any potential scheduling conflicts.