PDORegister Partners Consulting

Salesforce CPQ

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

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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.
  • 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.

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.
  • 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.

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.
  • 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.

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.
  • 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.

5. Manufacturing Company

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