About the client
Our client is one of the largest US-based distributors of luxury items, electronics, and appliances. With strategically positioned warehouses and exclusive agreements with their vendors, they provide competitive services nationwide.
Client challenges
The client has a vast product catalog across various verticals and spent a lot of effort configuring it manually. Due to delays in the pricing and quotation process, the sales cycle was longer, and they faced many errors in the quotation process and limited insights into sales data.
Solution
LevelShift implemented Salesforce CPQ to enhance the client’s sales productivity by automating configuration, pricing, and quotation processes while providing actionable insights. The solution included:
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Automated configuration: Streamlined manual configuration, reduced effort, and ensured accurate product setups across multiple business verticals.
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Efficient pricing and quotation: Automated processes minimized delays, shortened the sales cycle, and improved operational efficiency.
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Error reduction: Eliminated errors in the quotation process, ensuring reliability, consistency, and professionalism while preventing potential revenue loss.
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Data-driven insights: Leveraged analytics to provide valuable sales insights, enabling better decision-making, strategic adjustments, improved customer engagement, and a deeper understanding of market trends.
Benefits
By implementing Salesforce CPQ, LevelShift enhanced the client’s sales operations, streamlined processes, and provided actionable data insights. The benefits include:
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Improved sales operations: Optimized workflows and reduced manual effort across product configuration and sales processes.
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Automated pricing and quotation: Shortened the sales cycle and increased efficiency with reliable, consistent pricing and quote generation.
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Data-driven insights: Provided actionable analytics to optimize the overall sales process and support strategic decision-making.