What Are Salesforce CPQ Consulting Services? 6 Best Firms in 2025

Every sales team chases faster deals, fewer errors, and cleaner data. But for most companies, quoting isn’t simple. Pricing rules change. Product options shift. Approval flows get messy. That’s where Salesforce CPQ consulting services step in. This MOR Software’s guide explains what these services really include, why ‘getting CPQ right’ matters, and which partners lead the field in 2025.

What Is Salesforce CPQ and Why It Matters?

Let’s keep it clear. What is CPQ in Salesforce? CPQ stands for Configure, Price, Quote. It’s a cloud tool built to do one thing: take the pain out of quoting. 

Sales reps currently spend about 70% of their day on non-selling work such as data entry and pricing checks, according to Salesforce’s latest State of Sales research, so every minute CPQ automates goes straight back to closing deals.

Salesforce CPQ automates complex product configurations, manages pricing rules, and builds error-free quotes fast. The right setup can transform a sales team’s day from manual work to actual selling.

Technavio projects the global CPQ software market to expand at a 16.9% CAGR, hitting roughly US $3.5 billion by 2029, proof that adoption is accelerating across industries.

Salesforce consulting services focus on turning these tools into growth engines. Companies get accurate quotes, improved speed, and visibility on every deal. When teams need to move quickly and keep customers happy, old-school spreadsheets can’t keep up. 

Forrester also forecasts that B2B e-commerce will capture 24% of US B2B sales by 2027. This pushes even more quoting volume into digital channels that demand real-time accuracy. A solid CPQ solution replaces the patchwork of pricing sheets, manual approvals, and one-off contracts with something that actually scales.

Across the salesforce cpq consulting services market, the demand is rising. As digital selling ramps up worldwide, more leaders realize a slow quoting process isn’t just annoying. It loses deals. MGI Research estimates cloud-based CPQ tools alone will approach US $5.8 billion by 2026, growing 16% year over year.

That’s why so many companies now look for experts to set up, customize, and support their salesforce cpq implementation. If you’re still stuck on old systems, you’re not just behind. You’re bleeding revenue.

What Do Salesforce CPQ Consulting Services Include?

Bringing in a CPQ expert doesn’t just mean new software. It’s a top-to-bottom change in how quoting happens. The best salesforce cpq consulting services deliver much more than installation. Let’s break down what to expect from a real consulting engagement.

Business Needs Analysis

Everything starts with questions. Who’s quoting? What’s being sold? Where do deals stall? Consultants dive into workflows, uncover pain points, and map current processes. They’ll spot broken handoffs, missing approvals, and pricing gaps no one saw coming.

CPQ Setup and Customization

No two companies sell the same way. Top consultants tailor the cpq solution to fit your sales model. They’ll set up product catalogs, create custom price books, handle bundles, and make sure the system matches your real-world process, not some ‘out-of-the-box’ template.

System Integration (CRM, ERP, Etc.)

Quotes only work when data flows right. The best salesforce cpq consulting services connect your CPQ to CRM software, ERP, billing, and inventory systems. That means product changes, stock levels, and customer data sync in real time. Silos? Gone. 

Salesforce customers report a 38% drop in pricing errors once CPQ is fully deployed, showing how clean integrations pay off fast.

Pricing Strategy Consulting

Pricing can be a headache. Experts review your current pricing strategies and structure new rules to match real business goals. Want to build in volume discounts, multi-currency, or customer-specific deals? That’s where a smart CPQ setup pays for itself.

Template and Quote Generation Setup

A messy quote confuses everyone. Consultants build branded templates for fast, professional quotes. These aren’t just pretty PDFs. They pull the right data, show all terms, and auto-fill every key field.

User Training and Support

Tech is only as good as the people who use it. Teams get hands-on training and clear guides. Good partners provide user support after launch, so small questions don’t turn into big issues.

Managed Services and Maintenance

CPQ systems need updates, tweaks, and support as you grow. Managed service options cover regular health checks, new feature rollouts, and troubleshooting. This keeps your system fast, secure, and always up to date.

You’ll spot the same core elements in the top salesforce cpq consulting services in India, across Europe, and in North America. It’s not about where your firm is. It’s about picking a partner who digs into the real work, not just a shiny pitch.

Key Benefits of Working with Salesforce CPQ Consulting Experts

Why call in outside experts? Simple. When you choose experienced salesforce cpq consulting services, you don’t just get new software. You get a smarter, more predictable sales engine. Let’s call out what sets consulting-led CPQ projects apart.

Accurate, Faster Quotes That Drive Revenue

Manual quoting is slow and risky. One wrong digit in a spreadsheet can tank margin or even lose a deal. The right salesforce crm consulting services set up product rules, guardrails, and automation that make quotes fast and right every time.

DealHub research finds companies running CPQ enjoy 17% higher lead-conversion rates than peers who still quote manually.

Reduced Sales Cycle and Admin Burden

Sales cycles drag when teams double-check prices or chase approvals. Good CPQ setups automate routing, flag special cases, and speed up every step. Reps spend less time on paperwork and more on closing deals.

PROS benchmarks show the right CPQ can shrink quote-creation time by 60 to 85%, handing reps precious hours back each week.

Better Data for Forecasting and Deal Reviews

A CPQ-driven process doesn’t just spit out quotes. It generates data. Managers get visibility into pricing trends, deal velocity, and pipeline health. No more ‘flying blind’ on quarterly forecasts.

Flexible Pricing Models That Fit Your Market

Pricing strategies change fast, especially when product lines grow or new regions come into play. Good CPQ setups let you handle volume discounts, bundles, or region-specific terms without rebuilding everything from scratch.

Stronger Collaboration Between Teams

When sales, finance, and legal work from the same CPQ system, miscommunications drop. Everyone works from shared, up-to-date data. Fewer ‘he said, she said’ headaches. Just clear handoffs.

It’s no surprise that companies adopting salesforce revenue cloud with CPQ see up to 20% shorter sales cycles and 30% faster quote approvals, according to research by Salesforce. 

Forsys adds that some firms also see a 33% acceleration in quote generation immediately after go-live. This shows the real-world impact of expert configuration.

TOP 6 Salesforce CPQ Consulting Services for 2025

Looking for the best partners? These six firms set the standard for salesforce cpq consulting services in 2025. Each one brings a unique approach to sales process transformation and CPQ delivery.

Itransition

Itransition has built a reputation for solving complex Salesforce needs. Their experienced team handles everything from setup to full-scale salesforce cpq implementation. Known for structured workflows and adaptable support, they’re a solid fit for enterprise clients.

• Founded: 1998
• Headquarters: Decatur, GA
• Team Size: 1,000–9,999
• Pricing: $25–$49/hour
• Known for: Flexible enterprise CPQ delivery, expert teams, and scalable Sales Cloud strategy

Ascendix Technologies

Ascendix brings industry-aligned cpq solutions tailored for sectors like healthcare, education, and tech. They’ve completed 1,500+ Salesforce projects and are known for migrating fragmented systems into a unified platform.

• Founded: 1996
• Headquarters: Dallas, TX
• Team Size: 150+
• Pricing: Starts at $25,000
• Known for: CRM consolidation, strong Salesforce Revenue Cloud expertise

StarrData

This Bay Area consultancy specializes in fast-turnaround Salesforce projects. They’ve delivered measurable results for clients in finance, media, and higher education, from improved alumni donations to simplified operations.

• Founded: 2009
• Headquarters: Bay Area, CA
• Team Size: 150+
• Pricing: Fixed-fee or $175/hour
• Known for: Efficient rollouts, industry-specific outcomes

NoGood

NoGood focuses on CPQ for high-growth firms with global complexity. They’ve worked with brands like P&G and ByteDance, using smart rollouts that blend marketing and CRM strategy.

• Founded: 2017
• Headquarters: New York, NY
• Team Size: 50–100
• Pricing: Contact for quote
• Known for: Strategic, data-backed implementations for international clients

Avenga

Avenga operates globally, helping businesses deploy Salesforce CPQ at scale. Their strength lies in building connected ecosystems with room for growth, across ERP, billing, and beyond.

• Founded: 2019
• Headquarters: Cologne, Germany
• Team Size: 1,000+
• Pricing: Contact for quote
• Known for: Cross-system integration and global Salesforce support

DB Services

DB Services focuses on custom development and tailored integrations for mid-sized companies. Their strength is turning Salesforce into a central hub for quoting, sales, and operations.

• Founded: 2003
• Headquarters: Indianapolis, IN
• Team Size: 10–49
• Pricing: Contact for quote
• Known for: Custom CPQ apps and process simplification for SMBs

Comparison Table of TOP  Salesforce CPQ Consulting Services

MOR Software has direct experience collaborating with top-tier salesforce cpq consulting services. If you need an intro or more information on how these leaders compare, visit our homepage or connect with our team for personalized advice.

When Should You Hire a CPQ Consultant?

Sometimes, it’s obvious. Other times, the need sneaks up. How do you know it’s time to call in outside help for salesforce cpq consulting services?

• You’re quoting complex products or services
• Sales reps spend too much time creating quotes manually
• You’ve outgrown spreadsheets or entry-level quoting tools
• Sales and finance aren’t aligned on pricing
• Your quotes are inconsistent or error-prone

If those issues hit close to home, it’s probably time for a change. More and more companies are moving past basic tools and investing in smarter ways to quote. The right system doesn’t just speed things up. It keeps your pricing clean, your team aligned, and your deals on track.

Real Use Cases of Salesforce CPQ Consulting Services

It’s one thing to talk about theory. Let’s see what real success looks like. These examples come straight from the salesforce cpq consulting services market:

• A B2B SaaS firm cut its average quote time from 3 days to 30 minutes after a custom salesforce implementation. That’s more time selling, less time fixing quotes.
• A manufacturing company rolled out bundle pricing with cpq solution support, ending confusion and driving a 25% increase in upsell rates.
• A professional services firm synced CPQ with ERP, closing billing gaps and improving revenue accuracy.

These aren’t one-offs. Industry data shows companies using advanced salesforce cpq tools see an average revenue increase of 10–20% in their first year post-implementation (source: Gartner).

Separate research points out that CPQ automation can eliminate up to 40% of human quoting errors, protecting margins while the top line grows. As companies shift toward digital-first sales models, the CPQ category continues to rise. 

According to BusinessWire, cloud-based CPQ tools are growing at a 17.8% CAGR through 2030, with even on-premise solutions showing strong adoption across industries.

What to Look For in a Salesforce CPQ Consulting Partner?

Choosing the right partner for salesforce cpq consulting services is a decision that sticks. You want expertise, yes. But you also want a team that gets your business, speaks your language, and supports you long after go-live.

Must-Have Traits

• Deep CPQ platform expertise. No ‘generalists’ or ‘learn-on-the-job’ shops.
• Proven success in your industry. SaaS firms need a different setup than manufacturers.
• Ability to customize the system to your exact needs.
• Strong communication and documentation. Good consultants don’t disappear after launch.

Questions to Ask Before You Hire

• What industries do you specialize in?
• How do you handle custom pricing structures?
• Can you provide examples of past CPQ implementations?
• How do you manage handoff and documentation?
• Do you provide post-launch support?

Better yet, request references and review detailed case studies before you sign any agreement. The best salesforce cpq consulting services firms share their playbook, not just their pitch.

>>> READ MORE: CRM Solutions in 2025: Features, Types, Pricing, and Best Tools

Best Practices for a Successful Salesforce CPQ Implementation

Launching a new CPQ system is a big move. Get it right, and you’ll see results fast. Skip key steps, and you’ll just trade one headache for another. Salesforce cpq consulting services pros recommend these best practices.

• Get stakeholder input early. Involve sales, finance, legal, and IT from the start.
• Start with a pilot or MVP before scaling. Fix what breaks early.
• Clean your product and pricing data first. Garbage in, garbage out.
• Document everything for long-term ownership. New hires and future admins will thank you.
• Invest in ongoing support after launch. Don’t let the system get stale.

MOR Software has supported dozens of clients through salesforce cpq implementation projects. Need a checklist or a roadmap? Our team is happy to share templates, just ask.

Conclusion

Picking the right partner for salesforce cpq consulting services is a decision that shapes your sales process for years to come. The best consulting firms help you move faster, quote smarter, and close more business with fewer headaches. At MOR Software, we support teams at every stage, from first discovery call to post-launch support. Ready to talk about a custom salesforce cpq solution or have a burning question? Reach out to our contact team. Let’s build your future-ready sales process, one quote at a time.