How LevelShift Cut Quote Creation Time by Up to 85% with Salesforce and Epicor CPQ Automation

Our client is a California-based manufacturer of custom-engineered electrical power distribution solutions, serving commercial, industrial, transportation, utility, marine, and military sectors. They design and manufacture emergency power, shore power, industrial power, and custom control panel solutions, helping customers maintain reliable and uninterrupted power across critical applications.

Our client wanted to reduce the time required to create sales quotes by automating the quote cloning process between Salesforce and Epicor CPQ. Existing quote creation involved repetitive manual effort, slowing the sales process and increasing the effort required to create similar quotes.

The following challenges were identified:

• Manual quote creation: Sales representatives had to recreate Quotes and Quote Products for similar opportunities, increasing effort and turnaround time.
• Disconnected quote cloning process: Salesforce and Epicor CPQ did not have an automated mechanism to clone quotes across both systems.
• Manual integration handling: Quote creation relied on multiple manual steps to synchronize Salesforce and Epicor CPQ.
• Limited error handling: Integration failures required manual follow-up, delaying quote creation.
• Time-consuming sales process: Repetitive administrative tasks reduced the efficiency of the quoting process.

To streamline quote creation, LevelShift implemented an automated Quote Cloning solution that integrated Salesforce with Epicor CPQ. The solution automated quote cloning, synchronized records across both systems, and introduced error handling to improve process reliability.

The following solutions were implemented:

• Automated quote cloning: Enabled users to clone Quotes directly from Salesforce with a single click.
• Epicor CPQ integration: Automated quote cloning in Epicor CPQ using the existing API before creating the corresponding Salesforce records.
• Automated quote and product cloning: Cloned Quote and Quote Product records while automatically associating them with the selected Opportunity.
• Automated retry mechanism: Configured retry logic for Epicor API and Salesforce save failures to improve process reliability.
• Error logging: Logged failed Salesforce save operations to support administrator review and manual resolution when required.
• Integrated record synchronization: Stored the newly generated Epicor Quote ID in Salesforce to maintain synchronization between both systems.

The new solution automated quote cloning and simplified the integration between Salesforce and Epicor CPQ, reducing manual effort and accelerating the quote creation process.

These improvements delivered the following benefits:

• Faster quote creation: Automated quote cloning reduced the time required to create new quotes by an estimated 70-85%, allowing sales teams to respond much faster.
• Reduced manual effort: By eliminating repetitive quote and Quote Product creation tasks, the automation saves an estimated 30-45 minutes for each complex quote containing 10-30 quote lines.
• Improved process reliability: Automated retry logic minimizes the impact of temporary integration failures, resulting in fewer disruptions during quote creation.
• Simplified error management: Centralized error logging enables administrators to quickly identify and resolve failed transactions, reducing troubleshooting time.
• Consistent data synchronization: Automated integration keeps Salesforce and Epicor CPQ aligned throughout the quote cloning process, ensuring accurate and consistent data.
• Streamlined sales operations: Sales teams can create repeat or revised quotes 0.5-2 business days faster, giving them more time to focus on customer engagement.
• Annual productivity savings: Based on 10-20 cloned quotes per month and 1.5-5 hours saved per quote, the solution delivers an estimated 300+ hours of productivity savings annually, with actual savings expected to be even higher.
• Reduced errors and rework: Automated retry logic and centralized error logging help reduce quote cloning defects and follow-up efforts by an estimated 40-60%, making failures easier to diagnose and resolve.