How we helped a U.S. SaaS Company Cut Quote Time by 70% and Boost Revenue Accuracy

  • Client: U.S. SaaS Company
  • Industry: B2B SaaS 
  • Location: Chicago, Illinois
  • Company Size: 200+ employees
    CRM: Salesforce Sales Cloud
  • Date: June 2024

The Challenge

The client’s sales team struggled with a slow and error-prone quoting process. Pricing models were complex — involving subscriptions, seat-based tiers, add-ons, and discounts — all managed manually in spreadsheets.

Issues they faced:

  • Quotes took 2–3 days to finalize

  • Frequent pricing errors and missed approvals

  • Disconnected contract and billing systems

  • Delays in deal closures and onboarding

Sales reps were frustrated. Customers were losing patience. Leadership needed visibility and control.

We implemented Salesforce CPQ to automate and streamline the end-to-end quoting and pricing process
Tightly integrated with their existing Sales Cloud environment.
Configured complex product bundles and dynamic pricing rules
Integrated approval workflows based on discount thresholds
Connected CPQ with DocuSign for faster contract turnaround

Salesforce CPQ didn’t just automate quoting — it aligned sales, finance, and legal into one smooth, scalable flow. The client now closes deals faster, quotes with confidence, and operates with clear insights across their revenue process.