LevelShift as a Strategic Partner Enables 40% Faster Quotes with Salesforce Revenue Cloud

Our client is a leading manufacturer of high-performance CCD and CMOS image sensors, camera modules, and imaging subsystems used across aerospace, medical, scientific, and industrial automation applications. With a large product portfolio and growing pricing complexity, the organization wanted to modernize its pricing and quoting process by replacing legacy tools with a scalable Salesforce-native solution.

The client’s pricing and quoting process relied on a SharePoint-based Excel tool that operated separately from Salesforce. Pricing updates, approvals, and quote creation required manual effort, making it difficult to maintain speed, accuracy, and consistency across the sales process. As the business expanded its product portfolio, the existing approach could no longer support the organization’s growing operational needs.

The following challenges were identified:

• Manual pricing and quoting: Pricing updates, approvals, and quote creation relied on manual entry and cross-checking.
• Disconnected systems: The SharePoint-based Excel tool was not integrated with Salesforce, resulting in disconnected processes.
• Limited pricing flexibility: The existing solution could not support multi-currency pricing or configurable product bundles.
• Lack of standardized approvals: Pricing approvals followed manual processes with limited governance.
• Scalability constraints: Managing pricing across more than 1,100 active products became increasingly difficult using legacy tools.
• Limited visibility and control: The organization needed a more governed and auditable pricing process to support daily business operations.

To modernize pricing and quoting, LevelShift implemented a Salesforce Revenue Cloud solution that replaced legacy tools with a centralized, scalable platform. The solution streamlined pricing management, automated approvals, and simplified quote generation while providing greater visibility and governance across the entire quoting process.

The following solutions were implemented:

• Centralized pricing management: Replaced the legacy SharePoint-based pricing tool with Salesforce Revenue Cloud to create a single source of truth for pricing.
• Automated pricing and approvals: Streamlined pricing updates and approval workflows to reduce manual effort and improve consistency.
• Constraint-based pricing: Implemented a pricing engine capable of supporting complex pricing requirements.
• Automated quote generation: Leveraged Conga and OmniStudio to simplify and accelerate quote creation.
• Advanced pricing capabilities: Enabled multi-currency pricing and dynamic product bundling within Salesforce.
• Improved governance: Delivered greater visibility, auditability, and control across pricing and quoting activities for more than 1,100 products and over 40 business users.

The Salesforce Revenue Cloud implementation modernized the client’s pricing and quoting process, enabling faster sales operations, stronger governance, and a scalable foundation for future growth.

The implementation delivered the following benefits:

• 50% reduction in manual effort: Centralized pricing, automated approvals, and the constraint-based pricing engine significantly reduced manual work.
• 40% faster quote turnaround: Automated quote generation with Conga and OmniStudio accelerated the quoting process.
• Greater pricing flexibility: Multi-currency pricing and dynamic product bundling supported more complex customer requirements.
• Improved governance and visibility: A centralized Salesforce solution strengthened auditability and pricing control across more than 1,100 active products.
• Scalable sales operations: The new Revenue Cloud implementation provides a Salesforce-native foundation to support continued business growth.