Sales reps deliver complex configurations in a single quote

With a streamlined quoting process across multiple product lines, Sani-Matic sales reps quote highly customized products with incredible precision and in no time flat.

Sani-Matic logo

Sani-Matic Fast Facts:

  • Industry: Manufacturing 
  • # of Salesforce Users: 35 
  • Technology Platform: Salesforce Sales Cloud, Salesforce CPQ

 

Who is Sani-Matic, Inc.?

Sani-Matic creates custom cleaning systems that serve a wide array of industries and services ranging from Food & Beverage to Biotech-Pharmaceutical. Their customers have unique needs and standards vary considerably from industry to industry.

For this reason, Sani-Matic required a flexible and highly configurable quoting tool; and Salesforce CPQ was a no-brainer.

The Challenge:

  • Quotes delivered to customers needed a refresh, and style in existing quotes was lacking.
  • Sani-Matic struggled with pricing information across different product lines. 
  • Previous consulting help lacked CPQ expertise – Sani-Matic needed a partner they could trust to do it right.

The Solution:

  • Created and configured the new PharmaCab SP Series, which included dynamic product coding based on options selected and integrated with their current quoting process.
  • Designed and developed custom quoting templates for new and existing product lines using Sani-Matic’s marketing materials to build their brand.
  • Established easier and consistent administration of pricing data for all existing and new product lines.

“Launching a new product is a huge undertaking with interdependent deadlines, and Emelar was very mindful of that. They quickly captured exactly what we wanted Salesforce CPQ to do for us and implemented it on time, while adjusting and reacting to problems and new requirements in real time.” – Pete Barrie, Sani-Matic, Inc. Product Manager

The Results:

  • Sani-Matic can quickly quote the new PharmaCab SP Series alongside existing product lines with customized quote documents for customers.
  • Pricing across all products is easier to administer.
  • Reporting is more flexible to gain valuable insight into each product line’s performance.

Get started with Salesforce CPQ

Contact the CPQ experts at Emelar Consulting Group.