Process Automation
Eliminate manual work, accelerate sales
Transform time-consuming manual processes into automated workflows that execute instantly and consistently. Our automation experts identify bottlenecks in your CPQ process and implement solutions that free your team to focus on selling.
Key Benefits
Time Savings
Reduce manual work by 70% or more
Zero Errors
Automated processes don't make mistakes
Faster Approvals
Instant routing and notifications
Consistent Execution
Same process every time
Audit Trail
Complete history of all automated actions
What We Deliver
Comprehensive solutions tailored to your specific CPQ needs
Trigger Automation
Event-driven processes that execute automatically when conditions are met.
Smart Notifications
Contextual alerts to the right people at the right time via email, Slack, or Teams.
Scheduled Jobs
Time-based automation for reports, cleanups, and recurring processes.
Approval Automation
Intelligent routing with auto-approval rules and escalation paths.
Task Generation
Automatic task creation and assignment based on quote stage or conditions.
Multi-Step Flows
Complex orchestration of multiple systems and actions in sequence.
Ready to Get Started?
Configure your retainer package below and let our experts help transform your CPQ implementation.
Configure Your Retainer
Build a custom team with the exact mix of expertise you need. Minimum 10 hours per period.
Configuration, user management, training & support
$70/hr
Custom code, integrations, BML/Apex development
$130/hr
Solution design, enterprise architecture, governance
$250/hr
per week
Weekly billing — flexible, cancel anytime
Secure payment powered by Stripe • Cancel anytime