Implement Salesforce CPQ with confidence, not complexity.
Cloudy Wave helps businesses successfully implement Salesforce CPQ with expert consulting, configuration, pricing setup, product rules, approvals, and seamless Salesforce integration.
Whether you're starting a new Salesforce CPQ implementation, improving an existing setup, or planning a Revenue Cloud migration, our certified consultants deliver scalable solutions that simplify quoting, improve pricing accuracy, and accelerate your quote-to-cash process.
10+
Years of Salesforce Excellence
80+
Happy Clients
95%
Implementation Success Rate
Certified Salesforce
ISV & ConsultingPartner
Salesforce CPQ implementation built around your business, not just your software.
Every business has unique products, pricing models, and sales processes. That's why our Salesforce CPQ implementation services are tailored to your requirements instead of following a one-size-fits-all approach.
From discovery and solution design to configuration, testing, deployment, and user enablement, Cloudy Wave helps you implement Salesforce CPQ with confidence. Whether you're replacing manual quoting, modernizing an existing CPQ setup, or preparing for Salesforce Revenue Cloud, our consultants ensure your solution is scalable, accurate, and easy to manage.
Already using Salesforce CPQ? We can optimize it..
Improve performance with a Salesforce CPQ health assessment, pricing and product rule optimization, technical cleanup, and a practical roadmap for future enhancements or Revenue Cloud Migration.The Salesforce CPQ challenges we solve.
Whether you're implementing Salesforce CPQ for the first time or optimizing an existing deployment, these are the most common obstacles we help businesses overcome.
Quotes take too long
Manual product configuration, pricing approvals, and disconnected processes slow down your sales cycle. We implement Salesforce CPQ to automate product configuration, pricing rules, approvals, and quote generation so your sales team can create accurate quotes faster and with greater confidence.
Pricing & discounts off the rails
Managing pricing across products, customer segments, and approval levels can become difficult without the right configuration. Our Salesforce CPQ consultants build scalable pricing rules, discount schedules, and approval workflows that improve pricing accuracy while protecting margins.
CPQ at end of life
If you're reviewing your current Salesforce CPQ implementation or preparing for Revenue Cloud, we help assess your existing environment, identify opportunities for improvement, and create a practical implementation or migration roadmap that supports your long-term business goals.
Everything you need for a successful Salesforce CPQ implementation.
Our Salesforce CPQ implementation services cover every stage of your quote-to-cash journey, from solution design and configuration to deployment, optimization, and ongoing support.
Product configuration & bundles
Design configurable products, bundles, and product relationships that simplify selling, reduce errors, and ensure every quote follows your business rules.
Pricing & discount rules
Configure pricing models, discount schedules, approval thresholds, contract pricing, and automated pricing rules to improve consistency and protect margins.
Guided selling
Create guided selling experiences that help sales teams identify the right products, bundles, and services based on customer requirements.
Approval workflows
Automate quote approvals with configurable workflows based on pricing, discounts, deal value, products, territories, or custom business rules.
Branded quote documents
Generate professional quotes, proposals, and customer-facing documents directly from Salesforce with consistent branding and accurate pricing.
Renewals & amendments
Configure renewals, amendments, contract changes, co-terming, and subscription updates while maintaining a seamless customer experience.
Evaluating Salesforce CPQ or preparing for Salesforce Revenue Cloud?
Whether you're implementing Salesforce CPQ, optimizing an existing deployment, or planning a transition to Salesforce Revenue Cloud, Cloudy Wave helps you make the right decisions with a structured, low-risk approach.
Our certified consultants assess your current environment, identify opportunities for improvement, and create a practical roadmap tailored to your products, pricing strategy, integrations, and long-term business goals.
Every engagement is designed to minimize disruption, reduce implementation risk, and ensure your quote-to-cash process continues to support your sales teams as your business grows.
Salesforce CPQ Health Assessment
Evaluate your Salesforce CPQ implementation, product catalog, pricing rules, approvals, integrations, and customizations. We identify performance gaps, technical debt, and opportunities to improve scalability before your next phase.
Revenue Cloud Migration Strategy
Develop a clear migration roadmap based on your business processes, product complexity, integrations, and timeline. Our consultants help you transition confidently while reducing risk and maintaining business continuity.
Implementation & Post-Go-Live Optimization
From implementation and data migration to user adoption and ongoing optimization, we help you maximize the value of Salesforce CPQ and Revenue Cloud with continuous improvements as your business evolves.
Salesforce CPQ implementation services for every stage of your journey.
Whether you're implementing Salesforce CPQ for the first time, improving an existing deployment, or planning a move to Salesforce Revenue Cloud, Cloudy Wave provides the expertise to help you build a scalable, efficient quote-to-cash process.
Implementing Salesforce CPQ for the first time
Launch Salesforce CPQ with confidence. We help you design, configure, and deploy a solution tailored to your products, pricing models, approval processes, and sales workflows.
Improve an existing Salesforce CPQ implementation
If your current Salesforce CPQ solution is difficult to manage or no longer supports your business, we'll optimize pricing rules, product configuration, approvals, performance, and user experience.
Preparing for Salesforce Revenue Cloud
Planning your next phase? We assess your Salesforce CPQ environment, develop a migration strategy, and guide your transition to Salesforce Revenue Cloud with minimal business disruption.
Your Salesforce CPQ implementation in six steps.
A structured process designed to reduce risk, move fast, and deliver a CPQ setup your reps will actually use — or the first stage of your Revenue Cloud migration.
Audit quoting today
We review your catalog, pricing rules, approvals, and any existing CPQ org — and flag what slows quotes down.
Model the logic
Bundles, configuration constraints, pricing rules, and approval tiers — designed and signed off before build starts.
Configure CPQ
Certified team builds in a sandbox with sprint demos, delivering configuration, pricing, and quote templates.
Connect the stack
CRM, e-signature, ERP, and billing connected so quotes flow cleanly into orders and downstream systems.
Prove real deals
UAT across configuration, pricing, discounting, approvals, and document generation — edge cases included.
Go live & optimize
Cutover, rep training, and hypercare — then ongoing tuning, or the first step of your Revenue Cloud roadmap.
Don't Just Take Our Word for It
Razi Amin
Founder, ASPEN Capital Solutions LLCCloudy Wave played a key role in building our complex financial operations with Salesforce ERP software. Their deep technical expertise, combined with a responsive and reliable approach, helped us streamline processes and scale efficiently
Jason Siverman
Founder & Chief Evangelist of BenefitsGuideOver the past 8 years, Cloudy Wave has consistently delivered exceptional value. Their expertise in Salesforce ERP software, combined with a reliable and forward-thinking approach, has transformed our operations and enhanced our overall business performance.
Robert Smith
Director, Zon Projects LtdWe’ve partnered with Cloudy Wave for over 8 years, and their expertise in Salesforce ERP software has been exceptional. They consistently deliver high-quality solutions and proactively recommend improvements that have enhanced our operations and customer experience.
Get a free Salesforce CPQ assessment.
Tell us how you quote today. We'll show where CPQ can speed things up — or map your path to Revenue Cloud.
Get a free Salesforce CPQ assessment.
Tell us how your team manages quoting today. We'll identify opportunities to improve product configuration, pricing accuracy, approval workflows, and quote turnaround times.
Salesforce CPQ — frequently asked.
What most teams want to know about Salesforce CPQ, its end-of-sale, and migrating to Revenue Cloud - before starting a quoting project or planning a migration with Cloudy Wave.
Salesforce CPQ reached End of Sale in March 2025, so it's no longer sold to new customers. Existing CPQ orgs still run, can renew licenses, and keep support — but the product is frozen, with Revenue Cloud (Agentforce Revenue Management) as the go-forward platform. As a Salesforce CPQ implementation partner, Cloudy Wave keeps your current org healthy and plans your migration on your own timeline.
Salesforce CPQ (Configure, Price, Quote) is used to automate sales quoting inside Salesforce — configuring valid product bundles, applying accurate pricing and discounts, routing approvals, and generating branded quotes in minutes. It removes spreadsheet errors and shortens deal cycles. Cloudy Wave's certified consultants implement and optimize Salesforce CPQ so quoting is fast, accurate, and adopted across your entire sales team.
For new customers, Salesforce CPQ can no longer be purchased — so Revenue Cloud is the realistic path forward. For existing CPQ users, the right move depends on your contracts, complexity, and urgency. Cloudy Wave assesses your situation honestly as your Salesforce CPQ partner and recommends the path that fits, rather than defaulting to one answer.
Salesforce CPQ handles the quoting layer — product configuration, pricing rules, discounts, and quote generation. Revenue Cloud (Revenue Cloud Advanced) extends that into full quote-to-cash, adding contracting, billing, invoicing, renewals, and the subscription lifecycle. Cloudy Wave implements and optimizes both, guiding you from Salesforce CPQ quoting through to full quote-to-cash on Revenue Cloud.
Cloudy Wave is a certified Salesforce ISV & Consulting Partner with 10+ years of Salesforce experience and a 95% implementation success rate. Our experts handle Salesforce CPQ end to end — guided selling, pricing, discounts, approvals, quote templates, and integrations — and support existing orgs with health checks, optimization, and migration planning to Revenue Cloud when the time is right.
Salesforce CPQ was historically licensed per user per month, but since it's now in End of Sale, it isn't sold to new customers — and its replacement, Revenue Cloud Advanced, is widely reported to cost significantly more. Cloudy Wave helps you control Salesforce CPQ and Revenue Cloud licensing costs by right-sizing configuration, avoiding over-customization, and scoping only what your team actually uses.
Yes. Cloudy Wave runs health checks on over-customized or underperforming Salesforce CPQ orgs and tunes configuration, pricing rules, and approval workflows for better performance and adoption. We then advise whether and when migrating to Revenue Cloud makes sense for your roadmap — so you keep getting value from Salesforce CPQ today while planning ahead.
Yes. Salesforce CPQ connects to accounting and ERP platforms through APIs and middleware, though it usually requires careful integration work and ongoing maintenance. Cloudy Wave designs, builds, and maintains reliable Salesforce CPQ integrations to systems like NetSuite, SAP, QuickBooks, Xero, e-commerce, and logistics providers — so finance data stays in sync without manual reconciliation.
A Salesforce CPQ implementation typically runs from a few weeks to several months, depending on catalog complexity, pricing rules, approvals, and integrations. Straightforward rollouts move quickly, while highly configured products with ERP or billing integrations take longer. Cloudy Wave scopes an exact timeline after an assessment and uses a proven, phased delivery method to keep your rollout on track.
Migrating from Salesforce CPQ to Revenue Cloud starts with an assessment of your products, pricing rules, approvals, and integrations. Because both run natively on Salesforce, Cloudy Wave maps your existing configuration and data, then rebuilds and validates it in a structured, low-risk rollout — scoped around your business calendar so quoting never stops during the transition.
Download Company Deck
Thank You!
Your download will begin shortly.
Zoho books
Quickbooks
Shopify
Acumatica
SAP
Odoo
Sage
Agentforce Revenue Management
Agentforce Revenue Management + Billing
Salesforce CPQ
Salesforce Advanced Billing
Migrate from CPQ to Agentforce Revenue Management
Microsoft
Data Cloud
Tableau
