About the client
Based in Georgia, the client manufactures the most advanced automated surgical scrub dispensing equipment for acute care hospitals and other healthcare providers in the USA.
Solution
- The client transitioned smoothly from the traditional quoting process to an intelligent Salesforce CPQ system.
- Implemented Salesforce CPQ for the proposal process with quote features.
- Configured three-level approval processes and pricing capabilities.
- Built the quote processes using quick actions and related field-level logic to flow from the parent deal and auto-populate in the quote.
- Set up customized subscription models.
Benefits
- Automated the proposal document preparation process, saving 25% of agent time
- Introduced user-friendly features that the team quickly adopted
- Simplified the approval process with a three-level approval system and automated document review flow
- Improved sales productivity by 27%