The Future Perfect
A centralized system that automates quoting, pricing, and approvals, ensuring accurate quotes and smooth inventory and billing integration.
Overview
- Key Challenge: Manual quoting, pricing errors, and lack of configuration controls slowed down sales and impacted revenue.
- Solution: Implemented Salesforce CPQ with dynamic pricing, real-time quote editing, discount logic, and inventory integration.
- Key Results: Reduced quote time by 50%, improved sales efficiency by 30%, and increased pricing accuracy by 20%.
Challenges
- Manual Quoting Process: Reduced quote preparation time by 50%, accelerating sales cycles.
- Pricing Complexity: Automated processes boosted team productivity by 30%.
- Inconsistent Discounting: Eliminated quoting errors by an average of 20%, preserving revenue.
- Inventory Management Issues: Quicker, accurate quotes led to higher customer satisfaction.
- Approval Bottlenecks: Delayed approvals slowed down the sales cycle and impacted customer experience.
Solutions
- Salesforce CPQ Implementation: Automated quoting and pricing with dynamic real-time updates.
- Dynamic Pricing Rules: Configured pricing formulas based on product dimensions for accuracy.
- Discount & Approval Automation: Streamlined partner discounts and automated approval workflows.
- Inventory Integration: Enabled real-time stock tracking within the quoting process.
- Improved Approval Processes: Automated workflows reduced delays and sped up sales cycles.
Impact
- Faster Quote Generation: Reduced quote preparation time by 50%, accelerating sales cycles.
- Increased Sales Efficiency: Automated processes boosted team productivity by 30%.
- Improved Pricing Accuracy: Standardized pricing decreased errors by 20%, protecting revenue.
- Seamless Order Processing: Integrated billing ensured smooth order-to-invoice workflows.
- Enhanced Customer Experience: Quicker, accurate quotes led to higher customer satisfaction.