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Automating Pricing and Quote Generation with Custom Salesforce CPQ
We developed a tailored Salesforce CPQ solution for a Dubai-based cybersecurity firm, enabling seamless pricing management, accurate quote generation, and automated order submission.
Customer
Cyber Security Firm
Country / Region
Dubai, UAE
Industry
IT Security
Highlights
Real-Time Pricing Adjustments
Customizable PDF Generation
Seamless Document Uploads
Automated Quote-to-Order Process
Client Requirements
Quote Submission Process
The client required a streamlined process for submitting quotes as orders, including the ability to upload necessary documents during submission.
Document Generation
The client sought the ability to generate detailed PDF documents from quotes, with the option to choose from multiple templates.
Custom CPQ Solution
The client required a tailor-made Configure, Price, Quote (CPQ) system within Salesforce to manage complex product pricing and streamline the quote generation process.
Product and Pricing Management
The client needed a user-friendly interface to manage and edit product details, including the ability to adjust quantities, cost prices, and sell prices.
Challenges
Complex Pricing Management
Managing various pricing elements like quantity, cost price, and sell price in a user-friendly system was challenging. The client needed a solution that allowed for quick and accurate adjustments without compromising efficiency.
Accurate Quote Generation
Ensuring real-time calculations for margins, subtotals, and total amounts was crucial. The client faced difficulties in maintaining accuracy during quote generation, which could lead to potential financial discrepancies.
Document Generation
Developing a flexible document generation process was essential. The client needed multiple templates for different scenarios, but the existing system was slow and lacked the customization options required for diverse client needs.
Streamlined Order Submission
Simplifying the quote-to-order process, including document attachment and automated team notifications, was necessary to reduce delays and improve communication across departments.
Solutions
Custom Quote Management
Developed an LWC component that allowed users to edit line items, add new products, and update pricing details such as quantity, cost price, and sell price, with real-time updates to margin percentage, subtotal, and total quote amounts.
Document Generation
Created a document generation feature with multiple PDF templates. Users could select their desired template and generate a comprehensive PDF document containing all relevant product and pricing details.
Automated Quote Submission
Implemented a streamlined process for submitting quotes for orders. Users could upload required documents, and upon submission, the quote was automatically converted into an order, with all documents attached in the opportunity record.
Streamline Quote Creation and Boost Sales Efficiency with Our Custom Salesforce CPQ Solutions
Technical Stack
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COMPANY
Our client, a regional leader in information security solutions and services based in Dubai, specializes in representing cutting-edge IT security technologies. With a strong commitment to customer success, they have established themselves as the preferred security partner in the Middle East, delivering innovative and reliable solutions to their clients.
Conclusion
By implementing a custom Salesforce CPQ solution, we enhanced pricing accuracy, streamlined quote generation, and automated order processing—helping the client improve efficiency, reduce manual errors, and accelerate sales operations.
Benefits
Increased Sales Efficiency
The custom CPQ solution reduced the time and effort required to generate and manage quotes, enabling the sales team to focus on closing deals.
Improved Customer Experience
The ability to generate customized documents and submit orders seamlessly led to a more professional and efficient customer experience.
Accurate Financial Tracking
Real-time updates to margins and totals ensured that all financial data was accurate and up-to-date, improving the overall financial management process.
