Implementing Salesforce CPQ
How we helped PSSI™ achieve efficiency and accuracy in their quoting process.
PSSI™
CPQ: A Customer Success Story.
PSSI™ Faced Three Main Challenges
Inefficient Approval Process
Up to 20 days for final approval.
Manual Quoting Process
Using Excel, a financial analyst would provide cost, revenue and profit for each engagement.
Lack of Access
Limited to no access to checklists due to plant guidelines.
The Solutions
Streamlined Quoting
We designed the Pricing Engine to accommodate all services lines and automated and streamlined the quoting process.
Automated Renewals Process
The renewals process went from manual to automated, including a view to see previous year’s P&L vs Current Year’s.
Output documents available
We helped the team get quick access to the output documents needed including the P&L info for each quote.
At PSSI™, we had the challenge of a very manual and time-consuming quoting & approval process. Being in the service industry, PSSI did not fit the CPQ “out-of-the-box” mold, however the Emelar Team did a fantastic job learning our business end-to-end to design a solution using Salesforce CPQ that not only fit our needs but also was aligned with our business objectives. The results were extraordinary. I’d highly recommend Emelar any day of the week!