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.
Levelshift configured Salesforce CPQ to improve manual product configuration, reduce manual effort, and improve accuracy. We also automated the pricing and quotation process, which shortened their sales cycle. CPQ provides valuable data insights to optimize the client’s overall sales process.
Solution
Improved Sales productivity with Salesforce CPQ
- Automated configuration: CPQ improved the manual configuration process, reduced manual effort, and ensured accurate product configurations across diverse business verticals.
- Efficient Pricing and Quotation: LevelShift’s automated pricing and quotation processes minimized delays and shortened the sales cycle.
- Error Reduction: Salesforce CPQ eliminated errors in the quotation process and provided a reliable and consistent approach to generating quotes. It enhanced professionalism and prevented potential revenue loss due to inaccuracies.
- Data-Driven Insights: CPQ uses data analytics to give clients valuable sales insights, improving decision-making, enabling strategic adjustments in their marketing campaigns, enhancing customer engagement, and better understanding market trends.
Benefits
LevelShift improved the sales operations of the client with Salesforce CPQ. We also automated the pricing and quotation process, providing data insights from their sales process.