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Streamlining Sales Operations with Salesforce CPQ

Implementation of Salesforce CPQ for our client
Salesforce Clouds
Sales Cloud + CPQ
Project team
Certified Salesforce CPQ Developers, Solution Architect and QA
Location
UK
Industry
Information Technology
Techologies
  • Salesforce CPQ
  • Salesforce Flow and Approval Process
  • Apex, Salesforce Lightning, etc.
About customer
Our client is a mid-sized enterprise company specializing in Technology Solutions and headquartered in Bristol, UK, faced several challenges in its sales operations.
Company's offerings included a range of software solutions and services, resulting in complexities in service catalog management.
Challenges
Our client faced several challenges:
  • The challenge of managing details for over 100 customizable software solutions and services resulted in errors and delays in proposal creation, inefficient quoting processes, and revenue leakage.
  • The quotation process was slowed down by multiple reviews, approvals, and manual processes.
  • The quote templates created by the sales representatives lacked standardization and representation.
Our solution - Salesforce CPQ
Salesforce CPQ - Configure, Price, Quote, is a software solution designed to help businesses automate the configuration, pricing, and quoting of their products and services.
Key Features Implemented:
  • Product Bundles
  • Price Rules
  • Approval Processes
  • Standardized Quote Templates
Key Features Implemented and Results
  • Product Bundles
    With Salesforce CPQ Product Bundles, the company can now create configurable product bundles that can be tailored to specific customer requirements. These bundles may include various services and optional add-ons.
  • Price Rules
    To ensure pricing consistency and competitiveness, we implemented Price Rules.
    Price rules are configured based on factor such as Contract Terms, Tiers and Customer Region
  • Approval Processes
    The implementation of Advanced Approvals reduced delays in the sales process and controls all steps in the quotation.
  • Standardized Quote Templates
    Ready-to-go Quote Templates reduced manual quote creations and errors, enhance customer satisfaction and the company’s reputation.
Conclusion
The implementation of Salesforce CPQ enabled our partner to overcome their sales operation errors, achieve streamlined processes, improve its reputation, and increase revenue opportunities.
To explore how Code Ohana can help optimize your organization's sales operations, please contact us.

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