The Customer
The customer is a leading player in brain technology, dedicated to advancing human adaptability, recovery, and learning potential. With a profound commitment to innovation, they pioneer cutting-edge solutions that redefine the boundaries of brain science.
The Challenge
The customer relied on manual quoting systems using Excel, which caused errors and inconsistencies. The sales team faced inefficiencies and difficulty generating accurate costs reliably, resulting in unstandardized processes and formatting issues across spreadsheets.
The Solution
- Implemented a customized Salesforce CPQ solution with cart-level rules, pricing logic, and product bundling to streamline quoting.
- Designed complex pricing models including default pricing, discount schedules, and multi-currency setups tailored to regional needs.
- Optimized the approval workflow with streamlined authentication and rule consistency.
- Enabled automated document generation in multiple languages using existing templates and localization capabilities.
- Automated renewals, work order creation, and license activations to reduce manual intervention.
- Implemented permission sets based on hierarchical and geographical territory structures to manage access effectively.
The Impact
- 75% reduction in cycle time.
- 49% increase in proposal generation volume.
- 55% improvement in compliance.