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CPQ & CRM Integration to Transform Your Sales Cycle

To have a thriving business, your sales and quoting processes need to be efficient, accurate, and customer-centric. That is where CPQ & CRM integration becomes a valuable asset. At Logic Mount, we help businesses seamlessly integrate CPQ with their CRM systems to optimise sales workflows, reduce errors, and ultimately, increase ROI. Our CPQ & CRM integration services empower sales teams to deliver faster, more accurate quotes and personalised solutions for customers, helping drive higher conversion rates and improve customer satisfaction.

CRM Integrations

Why CPQ & CRM Integration is the Upgrade Your Sales Process Needs?

In a competitive business environment, speed and accuracy in sales can make or break your revenue targets. Yet, many organisations still rely on fragmented systems where pricing, product configurations, and customer data are siloed. This results in:

  • Time-consuming manual quote creation
  • Pricing errors and outdated product information
  • Missed cross-selling and upselling opportunities
  • Poor customer experiences due to delays and inconsistencies

When your sales team spends more time on admin than selling, your pipeline slows down and your customer engagement suffers.

Our Solutions

Advanced Features of CPQ & CRM Integration

Are you finding it difficult to source experienced developers or engineers when you need them most? Many businesses face significant challenges when it comes to building a capable team:

Guided Selling

Our Guided Selling solutions walk your sales reps through a step-by-step product configuration process, recommending the most suitable products and services based on customer needs. This feature simplifies decision-making for sales teams and provides customers with tailored options, driving higher-value sales.

Dynamic Pricing

Pricing should adapt to the customer, not the other way around. We enable CPQ integration with Salesforce and other CRM platforms to support real-time pricing models, volume-based discounts, and territory-specific pricing structures. This dynamic system increases deal velocity while making the customer feel valued.

Real-Time Analytics

Access powerful dashboards and insights pulled directly from your CRM. By leveraging real-time analytics, your team can monitor customer preferences, and fine-tune your sales strategy. These insights allow your team to optimise their approach, ensuring that they can identify opportunities for cross-sells and upsells, and ultimately increase sales efficiency and conversion rates.

Automated Quote Generation

Our automation tools, powered by CPQ & CRM integration, allow your sales reps to quickly produce accurate, professional quotes that include the latest pricing and product configurations. With this level of automation, sales cycles are shortened, and customer interactions are enhanced, leading to faster deal closures and increased sales productivity.

What People Say About Us

5.0

Star Rating

1

Reviews

We invite our clients via email to share their experiences through Google Reviews.

What an exceptional service plan with a great development strategy! Logic Mount took a messy Salesforce build and created processes for us with ease and efficiency. Kudos to Ashfaq and his dev team.

Thornton Group
Matt Townsend

Our Salesforce implementation project by Logic Mount was really impressive. They took our Salesforce setup and enhanced it in such a way that productivity in our sales dep is now significantly better.

Chambers Legal
Jack Sinclair

Reliable, fast & professional - Logic Mount are a fantastic addition to our agency stack and are exactly what we require everyday for our CRM. Special thanks to Ashfaq, Hasan and the whole development team.

Digital House Group
Sam Forster

5.0

Star Rating

3

Reviews

We encourage honest and open insights, helping us continuously enhance our services.

LM did a great job! Issues were resolved first time and they had a great understanding of what we needed. They earned our trust & we signed up two other business units in the group to their annual plan.

Support Revolution
Mark Smith

We were struck by the professionalism of Logic Mount, the clear pricing structure and the real desire to understand our business needs. Direct communication from Ashfaq and the team was exceptional.

ND Brokers
Neil Denman

The standout aspects appointing Logic Mount are the transparency, professionalism & value through their annual plan. Their detailed understanding of Salesforce significantly reduced our project risks.

Jaber Foundation
Omar Jaber

5.0

Star Rating

34

Reviews

Each review is carefully reviewed internally to ensure we consistently meet and exceed customer expectations.

As a fractional CFO, I was skeptical when LM offered help with a custom payments platform integration. Eight months later, everything's running smoothly and our enquirers team is thrilled. No regrets.

Scale Finance
David Jenkins

I contacted Logic Mount for a custom CRM but decided on a Salesforce setup. They streamlined our whole sales set up. Their support helped us improve our sales processes beyond expectation.

The Education Company
Bridgette Thomson

Working with Khurram, Hasan, Ashfaq and the wider Logic Mount team has strengthened our Salesforce setup. Their attention to data security is exceptional. Highly recommended to anyone with Salesforce.

Investments Malaga
Carlos Gomez

5.0

Star Rating

50

Reviews

We greatly value client feedback upon successful completion of a Salesforce integration or custom development project.

We were looking to build many customised components within Salesforce to track loan originations. Logic Mount did an excellent job completing and implementing what we needed efficiently and on budget.

WePay JP Morgan
Antonia Logan

Ashfaq and his team at Logic Mount are honestly amazing. Have been working with them for over a year and they know Salesforce inside and out. They are very responsive and can help you build anything.

Pimlico Capital
Aron Yehuda

We have been working with the Logic Mount UK team for two years. They have helped us design an automated workflow process in Salesforce for all of our business processes and continue with maintenance.

Hartley & Co
Oliver Hartley
Global Footprint

Development Focused. Business Aligned.

At Logic Mount, we speak Apex but we also speak revenue. Every solution we build is engineered not just for functionality but for real business impact. With fast onboarding, transparent timelines and a commitment to continuous optimisation we deliver results.

Meet Our Global Team

10+

Years of Salesforce Implementation

22+

Certified Experts

50+

Number of Certifications

300+

Project completed for Happy Clients

4

Global Offices in London, Delaware, Sydney and Lahore.
FAQ

Frequently Asked Questions

We know choosing the right Salesforce partner is a big decision. That’s why we’ve answered the most common questions about our plans, pricing, support, and security so you can move forward with total confidence.

Features

Expert CPQ Integration With Leading CRM Platforms

Team Logic Mount provides scalable CPQ Integrations

CPQ Integration with Salesforce

As a leading Salesforce development company, we are experts in CPQ integration with Salesforce. With just a click of a button, your Salesforce CRM will sync seamlessly with your CPQ system, allowing your team to create and manage quotes directly from within Salesforce. This integration helps streamline your workflows, making your sales process faster, more accurate, and more responsive.

CPQ for Microsoft Dynamics CRM

Our team delivers customised solutions for CPQ for Microsoft Dynamics CRM, creating a unified quoting experience within the D365 environment. Our integration ensures that your sales team can generate quotes, proposals, and contracts directly within the Dynamics platform, without having to switch between systems. This also helps you reduce manual errors, improve efficiency, and ultimately drive more revenue.

CPQ Integration for Zoho CRM

We enhance Zoho CRM with CPQ capabilities using robust integrations that simplify proposal management and automate pricing logic. Our CPQ integration with Zoho CRM adds seamless proposal generation capabilities, ensuring that your sales reps can easily create, send, and track proposals without leaving the Zoho environment. This integration simplifies workflows and increases sales efficiency by automating key tasks within the sales cycle.

Integrations Automation

Optimise Your Sales Cycle with Logic Mount

Still struggling with fragmented quoting systems and disjointed sales data? It is time for a profitable upgrade. With Logic Mount’s expert CPQ & CRM integration, your sales team can work smarter, close faster, and deliver the experiences your customers expect. Whether you are a growing business or an established enterprise, our CPQ integration solutions will hoist your sales performance while cutting operational friction.

Let our tailored CPQ solutions help you increase efficiency, eliminate errors, and accelerate your sales cycle.

Book a Free Consultation

Discover how we can help you.

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Discuss your Salesforce needs.

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Join the many UK businesses that trust Logic Mount for for their CPQ & CRM integration needs. Get the expert support you need to boost your sales efficiency and grow your business.

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How We Help Our Clients Scale

Our Current Clients Case Studies: Bring Agility and Expertise to your Business

Our clients rely on us when out of the box Salesforce isn’t enough, especially when internal teams hit technical limits or when growth demands smarter systems, not more headcount. Whether it’s scaling operations, tightening up integrations or untangling years of messy data, we bring structure, speed and strategy to the table.

Our Development Process

Charity & Non Profit

Private Healthcare Co

Educational Institute

Insurance Broker

Platform

Non profit Success Pack (NPSP), Sales Cloud, Custom Integrations

Location

London, UK

Industry

Charities & Non-Profits

Project

Long term Salesforce NPSP implementation with automation, integration, and data centralisation

Empowering Purpose Driven Impact For Charities

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Platform

Salesforce Health Cloud, Experience Cloud, Sales Cloud, Marketing Cloud, CRM Analytics, Field Service Lightning

Location

London, UK

Industry

Healthcare & Life Sciences

Project

End-to-end Salesforce implementation and integration to streamline care coordination, enhance patient engagement, and drive operational transformation

Revolutionising Patient Engagement For Private Healthcare

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Platform

Sales Cloud, Experience Cloud, Marketing Cloud, Nonprofit Success Pack, Einstein Analytics

Location

London, UK

Industry

Education

Project

Comprehensive Salesforce implementation and continuous optimisation to enhance student lifecycle management, donor engagement, and administrative operations

Scaling Educational Subscriptions Through Salesforce

Read Case Study

Platform

Financial Services Cloud, Service Cloud, Salesforce Managed Services

Location

London, UK

Industry

Insurance

Project

Salesforce implementation, automation, and analytics to streamline agency operations and improve customer engagement

Transforming Insurance Sales with Salesforce Innovation

Read Case Study