Salesforce CPQ

Automate quotes, control pricing, and close deals faster as our team helps you set up CPQ software in Salesforce.

Case Studies

Our CPQ development services help create accurate, tailored and targeted sales quotations.

1. Modern Lifts

Project Details:

One of the renowned providers of elevator systems, the client wanted to leverage the Salesforce CPQ functionality to manage the sales process seamlessly, from the quote to cash.

Features:

Manage quote generation.
Leverage templates for quote formats.
Surface product selection based on Guided Selling functionality.
Manage deal margins.
Control discounts through tiered approval process automation.
Manage changes to the quote.
Generate standard contracts.
Create SCM visibility.
Track key project dates.
Track Purchase Orders and receipts on Project record.
Manage project milestone invoicing.

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2. Pumpcrete and Modern Crane

Project Details:

A supplier of cranes and its subsidiaries on rent, the client wanted to set up CPQ for quote generation in the rental process based on products and regions.

Features:

Created two separate templates for the companies Pumpcrete and Modern crane and rendered the one according to selection in the Opportunities account.
Configured products, product options, product family, and product rules using the CPQ features.
Configured product filters for better search.
Created discount rules based on regions.
Implemented triggers for automation to populate the quote.
Created lighting components for users to make quick quotes.

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3. OnSiteIQ Inc

Project Details:

The client was a visual construction company that provided a subscription-based service. They had to manage several subscribers and suggest the right products. Besides, they also wanted to automate the quote generation and document signing. We resolved this issue by implementing the Salesforce CPQ features.

Features:

Did product management with the help of product selection rules and price rules.
Implemented Quote Generation, Quote template, and Document Generation.
Generated documents were digitally signed by developing e-signatures with DocuSign.

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4. Pool Management

Project Details:

The client was a provider of Swimming Pool maintenance. Services included mechanical and electrical works. They required quote generation, online payment acceptance, and integration with the legacy service providers.

Features:

Set up product rules for validations while editing quotes using quote line editor, like limiting price types depending on product category, giving max quantity depending on product type, etc.
User Price rules to calculate dynamic markups, discount calculations, markup, etc.
Quote Generation, Quote templates.
Implemented authorized Payment Gateway option for accepting customer payments once they approve the quotation.
Used WORKATO automation platform for interacting with different APIs.
Used automation like workflow rule, process builder, flow builder, triggers, etc., to update fields of different objects, send invoices, create payment records, send reminder emails, etc.

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5. Manufacturing Company

Project Details:

The client is one of the giants in manufacturing machinery and spare parts, specializing in custom configurable machines.

Features:

Set up CPQ for the sales process.
Created Product bundles.
Implemented Quote Generation, Quote Template, and Document Generation.
Used e-signatures for digitally signing documents.
Used the Advance Approval manage package and configured Advance approval and CPQ quote to seek consent.
Territory management.
Lead Management – lead assignment rules (lead assignment done by rules using territory so that lead is assigned to correct salesperson), lead conversion.
SAP integration for legacy invoicing and asset management.

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“

Dreamwares is a key member of our team and an asset to our organization. Their team comes alongside our team as a true partner to serve our clients. We value them tremendously and enjoy working alongside them to deliver great solutions to our clients.

John Burdett

“

It's an absolute pleasure working with the team an Dreamwares. Always accessible, rapid response plus transparent & fair costings are the fundamentals Dreamwares work on. We especially like the fact that Dreamwares can start on projects almost as immediate and work efficiently with a sense of urgency. With open and clear lines of communication and total post implementation on going support Dreamwares have now have grown to be a partner not a supplier for Scancom. We would encourage potential clients to try Dreamwares. Based on our on-going experience, the results are simply positive.

Chen Kotecha

“

Retained Dreamwares to develop multiple custom Salesforce Communities and that group consistently delivers on time. The team there is proactive and helpful. Good communication skills. Excellent understanding of requirements and technical solutions. The product is of the highest quality — visually stunning and well designed/implemented. I look forward to working with Dreamwares again and would recommend that firm for any Salesforce/Lightning project.

James L. Novakoff

“

We’ve used Dreamwares for Apex and Visualforce work, and were impressed with the skill of their developers, their excellent communication, and their timely responses. We’ve already given them several additional projects since our first one, and are expanding to give them more shortly.

Stony Grunow

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Over the last few months I’ve been working with Dreamwares on multiple projects. The projects include Salesforce customization, application logic using APEX and presentation layer with Visualforce and HTML pages, public Salesforce Sites and integration with AWS.

Oded Harniv

“

Good stuff. We have been working with Dreamwares since a year now and they have developed many useful pieces of code for us. If Standard Salesforce functionality is not enough for your company, try customisation by Dreamwares.

Markus-Hebeler

“

I’ve enjoyed working with Dreamwares. The team has always been responsive and able to take on Salesforce challenges without hesitation.

Jeff F

“

Here are a few great details I know about Abhishek Agrawal and his team.

1. Good English and he is willing to call and talk to you
2. Understanding Project work flow and how to build applications
3. Caring and willing to bend
4. Has wonderfully skilled team
5. Accountability for solving problems and getting the project complete.

Gary Brooks

“

We hired Dreamwares to develop a very complicated iPad app. Dreamwares’s team of developers were very tenacious and innovative in their approach. They didn’t shy away from challenges until they were resolved. We also appreciate that they stayed on budget despite the level of complexity of the app.

Stephan Beauchesne

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