Salesforce CPQ

Implementation and Support

Our CPQ experts work with businesses in all stages from start-ups to large global organizations. No matter where you are in your technology journey, our CPQ experts will partner with you to create a strategy that drives results at an affordable cost.

We offer custom-tailored onboarding packages that can help turn your service team into Salesforce experts in no time.

Our Field Service Lightning Implementation Services Include:

  • Business Process Review Sessions
  • Profiles, Users, and Permission Sets
  • CPQ Installed Package
  • Price Books and Currencies
  • Products and Product Bundles
  • Product Rules
  • Flow Builders for Quote Automation
  • Quote Templates
  • Reporting and Dashboards
  • Tailored One-On-One Training 

Why Rithom?

Our extensive expertise in Salesforce CRM helps businesses automate their business processes and workflows for a better user experience. Our experts can transform your operations to unlock new levels of efficiency and profitability.

360° Account Team

From Business Analysts to Integration Specialists, Rithom’s team is well-equipped to set you up for success.

Full-Suite Salesforce Consulting Services

Rithom’s certified professionals offer end-to-end services including implementations, integrations, managed services, development, data migration, and analytics.

Salesforce Cloud Services Portfolio

Rithom’s comprehensive service portfolio spans Sales Cloud, Account Engagement, Experience Cloud, Service Cloud, Field Service, High Velocity Sales, and more!

Industry Experience

We partner with businesses of all sizes across multiple industries to provide Salesforce Platform support. From small businesses in manufacturing, to commercial businesses in Information Technology.

Our Approach

Discovery

Our team will facilitate in-depth discovery and business process reviews to capture your requirements and determine the best way to optimize your Field Service Lightning environment.

Configuration

With a deeper understanding of your requirements, our team will configure your Salesforce organization to support your sales process. 

Review

We are in constant communication with our clients throughout their implementation journey to provide updates and gather feedback,

Testing

All configurations will be tested for the different use cases of your customer service processes.

Deployment

After successful testing by our experts, end-user testing will begin as you navigate your new Field Service Lightning environment.

Training & Support

Utilizing a new tool is not something that can happen overnight.  Our team provides post go-live support, customized knowledge articles, and user training to help your team adapt to new processes.

Our customers are what matter 

The Rithom team are awesome! It was amazing how they were able to understand what we were trying to accomplish. First rate service, always available and just a great overall experience!

Andy

OutGo 360

The Rithom team was highly knowledgeable, and provided excellent service under a tight deadline to meet our implementation goals and deadlines.

Androniki

Rockpointe

We engaged Rithom for our initial SF migration in 2014, and they were invaluable as we transitioned from our legacy CRM to SF. Since 2014, we've engaged Rithom at least half a dozen times for various SF projects and integrations. We are a demanding client, and Rithom is one of the view vendors that consistently meet and exceed our expectations. I'd recommend them to anyone.

Cort

POS Nation

Rithom is a professional outfit with a personal touch. They are the single biggest reason for our stellar user adoption rate. The Rithom team truly views this as a strategic engagement and they seek the true problem at hand instead of merely taking an order or fulfilling a request. We will continue and deepen our use of Salesforce because of Rithom's help in leveraging this powerful tool.

Walter

Geenex Solar

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