Salesforce
Key Improvements
Manufacturer serves wide range of industries and offers custom systems.
Flexible and highly configurable quoting solution needed.
Accelerated project timeline due to launch of new product series.
Agile, experienced team meant on time and in budget project delivery.
Quote consistency, accuracy, and speed all increased with new solution.
Launching a new product is a huge undertaking with interdependent deadlines, and Diabsolut was very mindful of that.
They quickly captured exactly what we wantedSalesforce CPQ to do for us and implemented it on time, while adjusting and reacting to problems and new requirements in real-time.
The Challenge
A manufacturer of custom cleaning systems was seeking a replacement for their quoting solution, as it was no longer able to meet modern expectations or keep up with their customers’ unique needs. Their customers’ industries range from Food and Beverage to Biotech-Pharmaceuticals —so the replacement would need to be highly configurable and flexible, in order to accommodate the wide variety of customization involved when providing quotes for their products and services.
Pain Points
- Quoting style outdated and could not keep up with wide range of products and services offered
- Team struggled with pricing information, which extended across several product lines; existing quoting solution confusing to use
- New product line waiting to be introduced at time of engagement, which created interdependent deadlines
- Previous consulting partners’ lack of CPQ experience meant several previous attempts to update the quoting solution were unsuccessful
Requirements
- Provide flexible, automated, on-platform solution replacement; and replace existing quote-to-cash processes with best practices
- Refresh quoting style to improve both quote clarity and customer experience
- Configurability and ease of use needed to speed up quoting process and improve accuracy
- Integrate new product line into solution; go-live with solution prior to new product launch
- Enable more accurate tracking of quote information for leadership approvals, insights, and reporting
The Solution
As this organization had dealt with ineffective integration partners in the past, trust and CPQ experience were key when choosing Diabsolut, as well as throughout the entire project. Diabsolut worked with the organization to implement Salesforce CPQ as their quotingsolution replacement —using revenue, manufacturing, and quote-to-cash expertise to ensure the organization would finally have a solutionthat met their business requirements.
Products Implemented
The Results
The project delivered the modern, competitive quote-to-cash experience the organization needed. Customers now receive faster, more accurate, and easy-to-understand quotes, while employees benefit from simplified processes that eliminate confusion. Leadership also gained valuable insights into product line performance, and the project was delivered on time and on budget to support the launch of a new product series.
Key Results
- Improved quote consistency, accuracy, and speed
- Straightforward quoting process for employees, even with custom components
- More flexible and efficient quote-to-cash operations
- On-platform solution gives leadership deeper performance insights
- Easier, more accurate reporting
- New templates integrate marketing into the quoting process
- Quoting style is clearer and more appealing for customers
- Project completed on time and in budget, supporting new product series launch