Transforming Sales Processes with Salesforce CPQ Implementation
Industries
Retail
Services
Salesforce CPQ Implementation, Sales Process Optimization
Tools We used
Salesforce CPQ, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Community Cloud, Salesforce Chatter
Challenges We Faced
- Inadequate Sales System – The client’s existing solution could not adapt to evolving business needs, leading to errors in quote generation, inconsistent pricing, and product selection issues.
- Disparate Platforms – Sales processes were managed across multiple platforms, making tracking, maintenance, and updates cumbersome.
- Lack of Mobile-Friendly Features – Customer approval tracking and sales functions were not accessible on mobile devices, impacting efficiency.
- Frequent Business Requirement Changes – Ongoing updates and modifications led to constant rework, increasing workload for both sales teams and customers.
The client needed an integrated, scalable, and mobile-friendly sales solution to enhance quoting accuracy and streamline operations.
WhizzBridge’s Solution
- Salesforce CPQ Implementation – Migrated all sales processes to Salesforce CPQ, enabling automated quote generation and accurate pricing.
- Customizable Pricing & Validation Rules – Configured dynamic pricing and validation rules to allow tailored customer and segment-based pricing.
- Seamless Sales Process Consolidation – Integrated booking-to-sales workflows for increased efficiency and better tracking.
- Enhanced User Experience – Upgraded UI/UX with guided sales flows, improving usability on both desktop and mobile platforms.
- Error Prevention & Approval Tracking – Implemented measures to eliminate booking errors and enable real-time mobile customer approvals.
- Cloud-Based Scalability – Built a cloud-supported infrastructure for future business expansion and seamless integrations.
Results We Achieved
- Fully Integrated Quoting & Ordering – Streamlined quoting and ordering processes for Point of Sale (POS) transactions.
- 360-Degree Customer View – Enabled a comprehensive customer profile, including preferred products, payment terms, and order history.
- Data-Driven Insights – Leveraged data analytics to provide recommendations based on customer type, segment, and past purchases.
- Enhanced Sales Productivity – Automated approvals and mobile accessibility significantly improved efficiency and sales cycle speed.
The client now benefits from a modernized, data-driven, and mobile-friendly sales process, reducing errors and increasing efficiency.
