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Transforming Margins with CPQ - Manufacturing

Our Client, a leading producer of snow removal and construction machinery, overcame challenges in order accuracy and processing inefficiencies through a customized Salesforce CPQ solution, achieving significant margin increases and process optimizations.

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The Problem

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Our Client faced critical challenges in their order processing workflows:
 

  • Slow manual processes, with each order taking up to 90 minutes to process.

  • Low accuracy rates (59% on first attempts), leading to frequent errors and inefficiencies.

  • Inconsistent margins, resulting in revenue losses.

  • Complex product configurations, adding difficulty to pricing and order management.
     

These issues hindered their scalability and overall operational efficiency.

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The Solution

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Tailored Salesforce CPQ System:
 

  • Implemented a customized Salesforce CPQ solution designed to handle complex product configurations, pricing rules, and discount structures.

  • Allowed dealers to self-service their quotes, reducing internal workload and enabling the sales team to focus on strategic activities.
     

Seamless ERP Integration (JDEdwards):
 

  • Integrated Salesforce CPQ with JDEdwards, enabling real-time data synchronization for pricing, inventory, and order management.

  • Streamlined operations across the sales and fulfillment processes, ensuring consistency and reducing errors.

The Results

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Increased Margins (4-6%):

Optimized pricing strategies and streamlined processes led to a noticeable improvement in profit margins.

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Enhanced Accuracy and Efficiency:

 Order error rates dropped by 26%, and automation reduced processing times by 60%.

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Faster Fulfillment: 

Average shipment times improved by 6 days, enabling better customer satisfaction and operational scalability.

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