A leading manufacturer of linen and specialty uniform distribution solutions client achieves 3X sales growth by digitally transforming their quote to cash process


About the Client

Based in Georgia, client is a manufacturer of the most advanced automated surgical scrub dispensing equipment for acute care hospitals and other healthcare providers in the USA.



  • Client was smoothly transitioned from the traditional quoting process to an intelligent Salesforce CPQ system
  • Implemented Salesforce CPQ for the Proposal process with Quote features
  • Configured 3-level approval processes and pricing capabilities
  • Built the quote processes using quick action and related field level logic to flow from the parent deal and auto-populated in the quote
  • Set up different customized subscription models
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  • Automation of the proposal document preparation process saved 25% of agent time
  • User-friendly features that the team quickly adopted
  • Simplified approval process with 3-level approval and automated flow of document reviews
  • Sales productivity improved by 27%

Salesforce: Sales Cloud, CPQ

Technologies: Apex, Flows, Visualforce