
Revolutionizing Customer Service with Salesforce Service Cloud and Service CPQ
In today’s experience-driven economy, customer service is not just about resolving issues—it’s about delivering fast, personalized, and seamless experiences across every channel. Salesforce’s Service Cloud leads this transformation, and when combined with Service CPQ, it turns service operations into strategic revenue engines.
🔍 What is Service Cloud?
Salesforce Service Cloud is a customer service platform that empowers businesses to:
- Resolve cases faster
- Offer intelligent self-service
- Route issues intelligently via omni-channel
- Integrate field operations
- Deliver consistent support across all customer touchpoints
🔧 What is Service CPQ?
Service CPQ (Configure, Price, Quote) allows service teams to:
- Generate accurate service quotes instantly
- Recommend warranty extensions and upsells
- Automate renewals and SLAs
- Offer dynamic service bundles
- Accelerate case-to-quote process
It integrates directly into Service Cloud—so your support teams never need to leave the service console to deliver value.
🚀 Why Combine Service Cloud + Service CPQ?
Capability | Benefit |
---|---|
Case-to-Quote Automation | Improve speed and accuracy in upsell workflows |
Intelligent Recommendations | Suggest warranty extensions or upgrades automatically |
Centralized Contract Data | Access entitlement, asset, and SLA info in one place |
Streamlined Approvals | Ensure compliance with pricing and service terms |
Field Service Monetization | Let technicians quote services from mobile apps |
🛠️ Real-World Scenario: Warranty Upsell from Field
A field technician completes a repair using the Salesforce Field Service App.
Before closing the case, the system (via Service CPQ) suggests a warranty extension based on the asset’s age.
In a few taps, the quote is generated, reviewed by the customer, and signed—turning support into a sales opportunity without disrupting service.
🤝 How Perigeon Software Helps
As a Salesforce Consulting and Reseller Partner, Perigeon Software helps businesses across industries transform their service operations through:
🔹 Expert Implementation
- Service Cloud and Service CPQ setup tailored to your business
- Custom workflows for case-to-quote and asset-based support
🔹 Industry-Specific Configurations
- Pre-built templates for manufacturing, automotive, healthcare, and more
- SLA-driven automation and entitlement logic
🔹 Integration with ERP & Field Systems
- Real-time sync with asset, contract, and billing data
- Middleware integration using MuleSoft or Boomi
🔹 Training & Support
- Admin & agent training
- Ongoing managed services and enhancement cycles
From strategy to execution—Perigeon makes your service transformation seamless, scalable, and revenue-driven.
📩 Want to see how Service Cloud + CPQ fits your business?
👉 Reach out at sales@perigeon.com
The combination of Salesforce Service Cloud and Service CPQ enables organizations to move from reactive service to proactive engagement and revenue growth.
And with Perigeon Software as your Salesforce partner, you get the guidance, implementation, and ongoing support needed to realize that vision—faster.