Case Studies

CPQ Implementation for Facility Management Company

The client is one of the leaders in facility management services in the US. the client wanted to automate the quote process using salesforce. Their sales process used excel sheets to serve the purpose, but this whole process was resource-intensive, lacked efficiency, was slow, the possibility of errors was high, and lacked automation. they used word doc for preparing the quote & other required documents, which was a cumbersome process since they had to modify it manually every time, they wanted to generate a new quote document.

The client wished to configure CPQ as per their business requirements, starting from pricing, discounting, product bundling, complex calculations on quote lines etc., which should be easy to use, error-free, and adaptive by users.

CASE STUDIES

Dynamisch IT Approach

  1. Dynamisch consultants stepped in and collaborated with the client’s team starting with understanding their whole sales lifecycle, quote generation methods, pricing, discounting, manual approval processes, etc., so that it can be mapped to Salesforce CPQ.

  2. Our team designed and developed an automated solution by considering the client’s existing quote generation strategy and the client’s new requirements.

  3. Implemented product rules and applied automatic volume-based discounts so that sales reps don’t have to search through tables of out-of-date discounting data. We also introduced bundled selling to save the sales rep time.

  4. For subscription-based products ability to create/edit schedules using a user-friendly UI was introduced.

  5. Dynamic templates for documents were created in CPQ, producing quotes in word and pdf format and saving the docs in Salesforce.

  6. We also integrated Salesforce with e-Signature to send it on click of a button to help the organization streamline processes involving signatures such as finalizing contracts and purchases.

Solution Components

  • Salesforce CPQ Packages
  • Salesforce Sales Cloud
  • Addon with CPQ

1. Docusign

2. Conga

CPQ Consulting
Salesforce CPQ Customization & Integration

Results

  1. The client got rid of manual data entry into excel sheets, and the chances of error became zero due to the process automation.

  2. Salesforce CPQ was implemented, and the whole process was streamlined. The client now has a complete view of their customers and processes, quotes in progress, and conversation history, which, as a result, increased productivity.

  3. The quotation process was standardized with highly customizable templates.

  4. The client experienced the benefits of automation in calculations and easy-to-use templates.