Industrial ManufacturingSalesforce
From spreadsheet quoting to Salesforce CPQ in 12 weeks
Mid-market U.S. equipment manufacturer
- Challenge
- Sales reps built quotes in spreadsheets with outdated pricing, causing errors, slow approvals, and margin leakage.
- Solution
- Implemented Sales Cloud and Revenue Cloud CPQ with product bundles, discount schedules, approval workflows, and ERP order sync.
70%
faster quote turnaround
4 pts
margin improvement
95%
rep adoption in 60 days