May 05, 2023

Author: Marcus Romero, Salesforce Services Director

What is Salesforce CPQ?

Salesforce CPQ (Configure, Price, Quote) is a powerful sales automation tool that streamlines the quote-to-cash process. However, like any other technology, it needs continuous attention and maintenance to remain effective and efficient.

This is where Subscription Consulting comes in. By outsourcing your Salesforce CPQ management to an expert service provider, you can enhance your CPQ investment and allow for its ongoing use.

Many companies are caught off guard after a Salesforce CPQ implementation because of the “care and feeding” needed to maintain it. Eventually, you will need to add new products, update bundles and pricing, create personalized quote templates for different industries, quote in other currencies, change your amendment or renewal processes, or perform any number of other changes. Implementation partners may offer support services, but they won’t pair you with the team that did the implementation; instead, you’ll be partnered with a team that has far less experience and knowledge of CPQ. Unfortunately, many customers turn to their Salesforce admin (if they have one), who might not understand the product or its challenges — or, even worse, they enlist the help of a “super user,” whom they expect to be a CPQ expert. Subscription Consulting may be the answer to this resource challenge.

Spinnaker’s unique Salesforce Subscription Consulting service works by assigning you a handpicked team of experts, who will use best-in-class tools and a proven agile methodology to provide continuous Salesforce CPQ updates and enhancements. Depending on your individual business needs and desired investment level, your assigned team can be scaled up or down and will only be shared between one to four clients. As the client, you will have control over setting your own meeting cadence, requirements, and backlog.

Below are some advantages of partnering with Spinnaker for subscription consulting.

Access to Skilled Expertise

Spinnaker’s personnel ensure your organization stays up to date with the latest CPQ product features, best practices, and industry trends. Outsourcing your CPQ administration to a dedicated team enables you to focus on core business activities while enjoying the benefits of expert guidance and tailored solutions.

Cost Savings

Investing in outsourced services for Salesforce CPQ can lead to significant cost savings. Hiring, training, and retaining in-house Salesforce professionals can be expensive, especially when considering salaries, benefits, and overhead costs – and there is always the chance they’ll leave and take their knowledge with them. Spinnaker’s Salesforce subscription consulting service, on the other hand, offers a scalable and cost-effective solution by delivering required expertise without the burden of long-term commitments or overhead expenses.

Enhanced Flexibility and Scalability

As your business grows and evolves, Spinnaker’s subscription consulting for Salesforce CPQ can adapt to meet your changing needs. Our teams can easily scale their support and resources to match your requirements, ensuring seamless integration with your existing infrastructure. This flexibility allows you to focus on strategic initiatives and growth opportunities without worrying about the limitations of your CPQ setup.

Continuous Improvement and Innovation

By partnering with Spinnaker, you gain access to a wealth of knowledge and expertise. Our teams stay current with the latest Salesforce CPQ developments, enabling them to implement cutting-edge features and enhancements that benefit your business. This continuous improvement delivers increased ROI, driving greater value for your organization.


Let us help you make the most of your Salesforce investment with Spinnaker’s Subscription Consulting for CPQ. By leveraging the expertise of our team, your organization will enjoy cost savings, improved efficiency, and enhanced flexibility, ensuring your CPQ remains an asset for your business. We help you enhance frameworks, define and meet metrics, and deliver key service outcomes through improved platform management and a strategic delivery methodology.

If you’d like to learn more about Spinnaker Support’s subscription consulting services, please contact Kurt Reedy at [email protected] to schedule a meeting!