Top 10 CPQ Implementation Partners (2024)

March 11, 2024

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Why CPQ so Difficult to Implement

Salesforce CPQ (Configure, Price, Quote) is a powerful tool for streamlining the sales process by automating the creation of quotes, proposals, and orders. With a solid CPQ implementation, you can reap the benefits of increased sales efficiency, improved accuracy, and faster time to market—all of which mean more sales for your business.

But implementing Salesforce CPQ can be a daunting task,  which is why we’ve created a list of the ten best Salesforce CPQ consulting partners to help you get set up.


There are a variety of factors that make Salesforce CPQ an especially complex tool to manage.


1. It’s not a native Salesforce product offering.


CPQ is a managed package (built on Salesforce) that was brought into the Salesforce platform ecosystem when they acquired SteelBrick in 2016.
While they have spent years integrating it more seamlessly with the core product offering, it has a long way to go, and it means changes to the tool are cumbersome.

2. The business needs and goals around pricing and quoting need to be extremely well-defined and documented.

Effectively using Salesforce CPQ requires incredibly well-established business processes before the tool is actually implemented.

Companies that lack a clear methodology in any aspect of their pricing, quoting / Deal Desk, Finance, or Billing workflows will hit issues with CPQ.

3. The logic you set up in CPQ needs to be crystal clear, end-to-end.

Conflicting rules in how you set up product bundles, apply discounts, or create pricing rules will create massive downstream headaches.

Best for multi-product implementations.

Best for changing and scalable needs at an accessible price.

Best for enterprise retail brands.

Best for enterprises undergoing a full Digital Transformation.

05

WPP

Best for global e-commerce brands.

(acquired by WPP): best for 360 Marketing needs.

Best for enterprises undergoing a full Digital Transformation.

Best for mid-size Healthcare and Manufacturers.

Best for mid-sized Marketing Cloud optimizations.

Best for custom, boutique implementations (EMEA Only)

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How to Choose a Salesforce CPQ Consulting Partner

Finding a Salesforce CPQ implementation consulting partner is stressful. Salesforce Consulting services are expensive and require a huge commitment on the customer’s end, so you want to make you’re choosing correctly.

No Consulting Firm is created equal, and those who claim unparalleled expertise on the entire Salesforce product suite should be looked at with skepticism.


That’s why we’ve simplified the selection process by concentrating on five primary elements...

Their focus on Salesforce CPQ - most Salesforce implementation partners dabble in a bit of everything, like Experience Cloud, Marketing Cloud, Analytics Cloud, etc. But to get the best service and expertise, you should aim for partners that either solely specializes in CPQ implementation or have a focus in CPQ.

Their offered services: Your Salesforce CPQ consulting partner should offer the basics, such as opportunity and quote configuration of your CRM, product and pricing rules, approval processes, and order processing and renewals. Beyond setup and configuration, the best partners also provide continued support and maintenance long after your implementation is complete. Extras like eSignature integrations and contract management platforms are also advantages.

The level of customizations they provide: Whether you’re a small or a large business, your Salesforce CPQ implementation should be customized to fit your business’s unique needs and complexities. An excellent Salesforce CPQ Consulting partner should work with you to develop a CPQ system that hits all your touch points without any hiccups.

Their rating on the Salesforce AppExchange: Social proof is essential. A trustworthy CPQ consulting partner will have plenty of positive client experiences to back up their expertise.

The number of projects completed - Your Salesforce CPQ Consulting partner should have enough experience with Salesforce CPQ and Salesforce overall.

FoundHQ, a Salesforce Partner Alternative.

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Top 10 Salesforce CPQ Consulting Partners

1. FoundHQ


Yes, we are putting ourselves at the top of the list. For good reason. Here’s why.

FoundHQ manages a network of 5,000+ pre-vetted Salesforce Contractors globally.

Our network includes CPQ Cloud Consultants that previously worked at DemandBlue, CloudMasonry, Deloitte, and dozens of other top Consulting Firms.

We match companies to the right Salesforce Consultant or help build large scale teams capable of new implementations, ongoing managed services, support, or staff augmentation engagements. FoundHQ provides the most flexible, cost-effective way to partner with the best Salesforce Consultants.

Our services include

  • Salesforce Contractors
  • Salesforce FTEs
  • Team Building Strategies


With FoundHQ
✅ You decide how your engagement works (per hour, per project or FTEs).
✅ No minimum commitments. Turn your engagement on and off as needed.
✅ You get matched with pre-vetted, hand-picked Salesforce Contractors for your project.

We know Salesforce because that’s all we do. Join the likes of Coupa, WHOOP, Ramp, G2, University of Arizona, and Deel.

Schedule a call with us.

2. Axia CPQ

Quick Stats

  • 5.0 rating on Salesforce AppExchange
  • 100+ successful projects
  • 45+ Salesforce certifications
  • CPQ implementation in less than 60 days
  • Est. 2018
  • Serves the United States

As a Salesforce consulting partner, Axia provides setup and configuration of all products, discount schedules, native Salesforce approval, quote-to-cash solutions, proposal templates, and much more. Axia offers a plethora of other services, including data migration, a quote calculator plugin script, the ability to generate order records in Salesforce, and integration between Salesforce and your billing platform.

Plus, Axia’s Quick Start service can get your CPQ implementation up and running in under 60 days. Also, their 5.0 rating speaks to great customer satisfaction.

3. Cirrius Solutions

Quick Stats

  • 4.97 rating on Salesforce AppExchange
  • 377+ projects
  • 25+ certified experts
  • Est. 2009
  • Serves the United States

Cirrius has serviced clients in manufacturing, high-tech, construction, clean energy, and real estate, to name a few. Cirrius Solutions aids its clients with automating contract population to optimize the process for quotes, depending on their product, region, or industry. The company can also streamline reports and dashboards to provide more visibility, control, and decision quality for clients’ sales teams.

You can access their specific case studies through their website, but one we wanted to highlight is how Cirrius helped its client Lytx increase data integrity by over 30% , this enabled them to provide accurate quotes along with quote automation and reduce time spent on data entry by 45%.

4. DemandBlue

Quick Stats

  • 4.90 rating on Salesforce AppExchange
  • 333+ projects completed
  • 75+ certified experts
  • CPQ implementation in under a month
  • Est. 2018
  • Serves the United States, Canada, India, and the United Arab Emirates

DemandBlue has strong experience implementing Salesforce CPQ for a wide range of industries, such as manufacturing, healthcare, and high-tech. But this partner also offers to speed up the implementation process with custom CPQ Accelerator packages that can launch Salesforce CPQ within weeks.

As far as social proof, DemandBlue implemented Salesforce CPQ for one of its clients and the results were an increase of sales by 47% through product bundling features, an overall boost of functionality and ROI by 30%, and a quoting time decrease of 27%.

5. Ad Victoriam

Quick Stats

  • 4.96 rating on Salesforce AppExchange
  • 211+ projects
  • 124+ certified experts
  • Serves the United States, Canada, Australia, and Brazil

As a recognized Level One Salesforce CPQ Partner, Ad Victoriam prioritizes innovative, customer-centric solutions for its clients. During the implementation process, the company’s consultants promise to conduct a deep dive into their clients’ sales operations and target customer bases to create actionable data, help them spend more time selling, and communicate better. Their customer support service is mentioned a ton throughout their AppExchange rating, too—a really good indicator of their focus on customer experience.

Ad Victoriam’s clients have generally seen a 14% increase in upselling, 25% quicker quote generation, 29% reduction in errors in their sales quotes, and a 19% boost in sales productivity.

6. Carnac Group

Quick Stats

  • 4.90 ratings on Salesforce AppExchange
  • 74+ projects
  • 25+ certified experts
  • Est. 2013
  • Serves California, Australia, New Zealand, India, and Papua New Guinea

While Carnac Group helps businesses with a multitude of Salesforce implementations, they have demonstrated experience implementing the Salesforce CPQ solution. Carnac Group delivers optimal customizations for clients, delivering specifications for any configuration, price, or discount while making the quoting process as simple as possible.

One of Carnac Group’s clients, Polymaster, is expecting to see $500,000 to $1 million in cost savings each year over the first 2-3 years following CPQ implementation.

7. Jade Global

Quick Stats

  • 4.90 rating on Salesforce AppExchange
  • 101+ projects
  • 250+ certified experts
  • Est. 2003
  • Serves the United States, Canada, United Kingdom, and India

Jade Global’s CPQ consulting services promise to connect the siloed systems between the front office, middle office, and back office with in-house consultants in various technologies. But Jade Global’s expertise goes beyond CPQ implementation—it also offers to implement a complete quote-to-cash process and lifecycle, which includes CPQ, billing, and ERP (enterprise resource planning).

Previous clients have praised Jade Global for enhancing processes with automated tax calculation on quotes, custom discounts with specific approval flows, and measured metrics at the contract level within the CPQ.

8. CloudMasonry

Quick Stats

  • 4.90 rating on Salesforce AppExchange
  • 427+ projects
  • 148+ Salesforce certifications
  • Est. 2018
  • Serves the United States and Switzerland

As a leading, full-service Salesforce consulting company, CloudMasonry has provided services for both small and enterprise-level businesses since 2018. Although for small businesses this might be a considerable Salesforce investment.


The company offers most of the typical CPQ implementation services, such as opportunity and quote configuration, product and pricing rules, custom approval processes, and order processing and renewals. But this consulting partner also shines when it comes to integrations—CloudMasonry can set up and connect systems for order fulfillment, ERP, eSignatures, and contract management services.

The company also offers marketing activity services to enable clients to see which campaigns are driving and closing sales and maximize return on investment.


9. Roycon

Quick Stats

  • 4.96 rating on Salesforce AppExchange
  • 39+ projects
  • 16+ certified experts
  • Est. 2013
  • Serves the United States and India

Roycon’s Salesforce CPQ implementation involves creating product bundles with predefined product options, which allows users to easily select the appropriate products for their customers' needs. These dynamic product rules ensure users are presented with the right options at the right times, reducing confusion and errors while quoting. Roycon can also help standardize pricing models and enforce discounting permissions on overall quotes or on individual products.

On top of CPQ implementation, Roycon also offers ongoing support, training, end-user adoption measurement, and triage for businesses with prior CPQ implementation from other partners.

10. Silver Softworks

Quick stats

  • 4.84 rating on Salesforce AppExchange
  • 350+ projects
  • 70+ certifications
  • Est. 2015
  • Serves the United Kingdom and Ireland

Silver Softworks has focused its Salesforce services on small and medium-sized businesses, specifically those with less than 500 employees. The company provides CPQ-guided selling and simplifies the product selection process with selling options based on the client’s business rules and logic. Additional configurations include product bundling, proposals, subscription billing, and ease of reporting on quotes and orders.

Found was able to match us to an incredible Marketing Cloud Consultant who helped us create a manageable implementation plan in blocks. They truly understood our unique needs for this project and more than delivered. Easiest Salesforce engagement I’ve experienced.

Jenna Keys

RevOps Director at HelloAlice

Intro call

Found was able to match us to an incredible Marketing Cloud Consultant who helped us create a manageable implementation plan in blocks. They truly understood our unique needs for this project and more than delivered. Easiest Salesforce engagement I’ve experienced.

Jenna Keys

RevOps Director at HelloAlice

Intro call

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