SALES CLOUDHow the Implementation of Custom CPQ Assisted the Machinery Company in Quote Management

A prominent manufacturer of commercial HVAC equipment embraced the Salesforce Sales Cloud CRM to streamline sales operations, handle intricate quoting and invoicing processes, and integrate end-to-end manufacturing workflows. This tailored solution played a crucial role in handling intricate quoting processes, generating PDF quotes to empower the sales team in creating quotes seamlessly and efficiently. The client's specific requirement was to develop an in-house/custom CPQ and they were not open to adopting any pre-existing CPQ products.

The Challenges

Following is the list of challengers ahead of us

Manual and Time-Consuming Quoting Process.
Error-Prone Quotes
Limited Scalability
Inconsistent branding and formatting
Difficulty in tracking and analytics.
Difficult to handle pricing of products and parts.

The Solution

Following is the list of solutions we have provided

Custom objects and fields aligning with typical manufacturing terminologies and processes.
Insightful dashboards reflecting both sales and manufacturing forecasting.
Tailor pricing books specific to the US market with distinct rates for different regions.
Introduced an UI for capturing quote details, enabling real-time calculations without the need for page refreshing, resulting in a quicker and more efficient quote creation process.

The Business Impact

Introducing a custom CPQ system automates the quoting process, reducing manual effort and streamlining the generation of quotes.
System minimizes errors associated with manual data entry and calculations, ensuring the production of accurate and reliable quotes.
Instantly generate quotes with a single click using various templates.
System is designed to scale with business growth, providing flexibility to handle increasing complexities and volumes of quotes efficiently.
Implementing the CPQ system allows for the creation of standardized templates, ensuring consistent branding and formatting across all quotes for a professional image.
The CPQ system facilitates robust tracking of quotes throughout the sales cycle, offering real-time insights and analytics to optimize quoting strategies and decision-making.

our client qoute

What our clients has to say

Brian

Director at Manufacturing Company

Nsforce team are master in salesforce development. They have been able to build everything we asked of! They have finished the project exactly as requested, very quickly and delivered exactly as we requested. Very nice work!

Kevin

United States - Oakland

Nsforce teams performance was outstanding. They delivered exactly what I requested and adapted swiftly to updates and alterations throughout the process. I am highly content with the project outcome and eagerly anticipate collaborating with them again in the future.

Bala

Bangalore, India.

Nsforce team has been wonderful to work with! They are very prompt and responsive and completed the project on time. They are very knowledgeable on Salesforce data migration and configuration as they demonstrated in the project.