CPQ & Quote-to-Cash Solutions

Close deals faster with smarter quoting.

In today’s competitive market, speed and accuracy matter. With experience implementing multiple CPQ solutions, we know how to configure complex product bundles and connect quoting to your billing system efficiently. Our CPQ solutions help you generate quotes quickly, ensuring your customers get the right package every time. By streamlining approvals and automating pricing, we help your team respond faster, reduce errors, and close deals with confidence.

Beyond quoting, we optimize your entire quote-to-cash process, connecting Salesforce to your billing system, managing customer data, and ensuring invoices flow seamlessly. Partner with us to make quoting, invoicing, and revenue collection not just processes, but a competitive advantage.

Implementing CPQ

Looking to implement a CPQ solution but not sure where to start? We can help. Whether it’s Salesforce CPQ, Dealhub, or another platform, we’ll ensure it’s seamlessly connected to Salesforce and your billing system. The result: accurate, streamlined quoting and invoicing that saves time and reduces errors.

Custom Salesforce Quote Builder

Not every business needs a full CPQ tool. Sometimes a simple, native solution is all it takes. We can build a custom quoting system directly in Salesforce, letting your team generate accurate quotes quickly, handle basic product bundles, and streamline approvals without extra software. This is perfect for smaller teams or simpler product offerings looking to scale efficiently.

Accurate customer data and reliable invoicing are critical to keeping your business running smoothly. We help connect Salesforce to your billing system and maintain that connection, ensuring that quotes, orders, and invoices flow seamlessly. From data collection to billing updates, we optimize your entire quote-to-cash process so your team can reduce errors, speed up collections, and improve customer satisfaction.

Customer Data & Invoicing

Let’s Streamline Your Quote-to-Cash Process

Phone

(512) 348-7601‬

Email

michelle@cresera.co