30% Faster Quotes and 25% More Accurate Pricing with LevelShift

The client is a leading innovator in advanced electronic components, instruments, and communication solutions. Their offerings include defense electronics, data acquisition systems, communication systems for airlines and business aircraft, monitoring and control instruments for industrial and environmental applications, and components and subsystems for wireless and satellite communications. This engagement focused on specific division of business, a global leader in optical and photonics solutions used in defense, aerospace, and industrial applications.

After an acquisition, the business could no longer operate within the legacy Salesforce environment, creating gaps in processes, data, and system functionality. These included the following:

• Misaligned CPQ processes: Existing CPQ customizations were tied to the legacy system and did not meet the acquiring company’s requirements.
• Data inconsistencies: Orphaned quotes and records without accounts created errors and reduced data reliability.
• System conflicts: Licensing and validation rules blocked smooth user migration and disrupted operations.
• Need for a separate environment: A new, independent Salesforce setup was required to support the business under the new ownership.

To address the challenges following the acquisition and legacy system limitations, a structured Salesforce migration and deployment plan was implemented.

• Aligning CPQ processes: Delivered fully functional CPQ components and updated quote templates to match the business workflows.
• Resolving data inconsistencies: Executed a two-phase data migration, incorporated UAT feedback, and ensured accurate quoting and approvals.
• Smooth user transition: Activated users, optimized licensing, and addressed validation rules to support a seamless Go Live.
• Preparing for adoption: Prepared production-ready components and unmanaged packages for easy implementation in the new environment.
• Establishing independence: Completed all migration and setup tasks to enable the business to operate fully in its own Salesforce org.

LevelShift helped the business achieve independence from legacy systems, improve quoting efficiency, and enhance overall operational accuracy.

• Independent operations: Established a standalone Salesforce org, removing reliance on the legacy system and enabling full control under new ownership.
• Data accuracy and completeness: Validated 100% of required records, resolved orphaned and duplicate entries, and ensured consistent, reliable data.
• Faster quoting process: Delivered custom LWCs and updated Quote Templates, reducing quote preparation and approval cycles by ~20–25% and improving pricing accuracy by 25%.
• Cost efficiency: Achieved a 30% reduction in quoting time and a 50–60% decrease in recurring licensing costs.
• Operational readiness: Migrated and activated users, incorporated UAT feedback, and ensured Go Live on schedule.
• Reduced errors and risk: Streamlined deployments and approval processes, cutting rollback risks by over 30% and ensuring business continuity.

Overall, the solution enabled business division to operate independently with a simplified CPQ process, reliable data foundation, and significantly faster quoting cycles – driving stronger customer responsiveness and operational control.