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.
Solution
- 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
Benefits
- 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