Salesforce CPQ Ensures Quoting Confidence

How we streamlined Diversified Machine’s quoting process

With Salesforce CPQ, DMS reps quote dramatically faster with more accuracy

In the past it was difficult for Diversified Machine Systems Sales Reps to create quotes. Now, DMS Sales Reps confidently quote machinery and pricing, increasing efficiency and reducing mistakes.

Who is DMS?

COMPANY PROFILE

  • Industry: Manufacturing 
  • Number of Employees: 100+
  • Number of Salesforce Users: 55+ 
  • Technology Platform: Salesforce CPQ

Diversified Machine Systems (DMS) is a privately-held corporation with headquarters located in Colorado Springs, Colorado. DMS is an industry-leading designer and American manufacturer of 3 axis and 5 axis CNC routers and machining centers.

DMS supplies CNC machines to a wide variety of manufacturing sectors including aerospace, automotive, marine, recreational vehicles, 3D sculpture, concept models, pattern making, formed plastics and woodworking.

Diversified Machine Systems Faced Three Big Challenges

Quoting process

DMS’s quoting process was complex, inefficient, and confusing.

inconsistent pricing

Pricing for machinery was variable, based on customer type, and sometimes incorrect.

outdated solution

The CPQ solution was outdated and it required manual entry for quoting.

The Emelar team was great at keeping the project on schedule and on budget, as well as keeping our DMS Team engaged and educated throughout the project. They brought instant high-level knowledge and experience to my team.

The Solutions

Salesforce CPQ

product search ease

Emelar designed an easy way to search quotable products.

quote approval

Emelar implemented effective quote approval processes that allowed executive visibility.

integration

Emelar integrated spec sheets and thumbnail photos of the machines into the quotes and quote templates.

The Results

professional quotes

Now, DMS presents its customers with professional-looking quotes that incorporate add-on options.

QUOTING PROCESS

Quoting is more efficient with powerful search features and a list of frequently-quoted products.

effectiveness

DMS staff is more effective due to Emelar’s training in Salesforce CPQ best practices.

Get started with Salesforce CPQ

Contact the CPQ experts at Emelar Consulting Group.

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