Introduction
For asset-heavy industries—utilities, energy, manufacturing, telecom—service delivery and service pricing must go hand in hand.
Salesforce Field Service manages scheduling and execution, while Service CPQ ensures accurate service pricing, renewals, and contracts.
When disconnected, companies face:
- Delayed service quotes
- Incorrect pricing for on-site jobs
- Lost upsell or renewal opportunities
Integrating the two transforms field operations into a revenue engine.
Why CPQ + Field Service Integration Matters
- On-Site Quotes Made Easy
Field technicians can trigger accurate quotes directly from Salesforce Field Service. - Service Contracts Linked to Work Orders
Work order tasks tie directly to pricing and contract terms. - Real-Time Revenue Tracking
Finance teams see live service revenue data. - Improved Customer Trust
Customers get instant, accurate quotes on-site—no waiting for approvals.
Key Integration Workflows
- Work Order → CPQ Quote → A maintenance work order auto-generates a CPQ quote.
- Service Contract Renewals → Field service activity triggers renewal quotes in CPQ.
- Installed Products & Assets → CPQ pricing aligns with the asset record in Salesforce.
Industry Scenarios
- Utilities → A technician replaces equipment; new pricing auto-generates a CPQ quote.
- Manufacturing → Preventive maintenance triggers a service renewal quote.
- Telecom → Field installation order → CPQ generates recurring service contract.
Challenges in CPQ + Field Service Integration
- Complex Pricing Models → Tiered or usage-based pricing must map correctly.
- Approval Workflows → Automated quotes must still pass compliance checks.
- Data Volume → Large-scale service orders require optimized syncing.
Perigeon addresses these with custom CPQ configurations and scalable integration patterns.
Why Perigeon?
- Deep CPQ + Field Service Expertise → Delivered integrations in utilities, energy, and asset-heavy industries.
- Certified Salesforce Partner → Experts in CPQ configuration, FSL implementation, and Service Cloud.
- End-to-End Approach → From discovery workshops to integration delivery and post-go-live support.
Looking to transform service delivery into a revenue driver with Salesforce CPQ + Field Service integration?
📩 Connect with Perigeon — we’ll design a tailored roadmap and deliver it end-to-end.
