From Legacy Chaos to Seamless Success: A Manufacturing Giant’s CPQ Transformation
Quick Glimpse
A global manufacturing leader sought to modernize its Quote-to-Cash (Q2C) system to reduce operational inefficiencies, optimize costs, and improve customer experience. By leveraging Salesforce CPQ and AI-driven automation, the company transformed sales operations, enhanced financial management, and empowered project managers with real-time tracking and seamless integrations.
Business Impact
- ↑ Efficiency and cost reduction through CPQ automation.
- Faster quote handling and approvals for Project Managers
- Seamless integration with external systems for real-time financial & order tracking
Tech Stack
- Salesforce Sales Cloud
- CPQ
Project Highlights
- Eliminated dependency on the legacy Quote-to-Cash (Q2C) system
- Automated rebate management, monthly financial closures, and order-to-cash conversion
- ↑ project management efficiency by 15% with real-time order tracking and modifications
- Integrated Salesforce CPQ with SAP ERP, Zilliant, PEMS, and Apigee for a seamless workflow
- ↑ customer experience with optimized delivery scheduling and progressive billing
Industry
Manufacturing
Challenge
The company struggled with:
- High technical debt and increased IT operational costs
- Dependency on a legacy Q2C system that lacked agility
- Inefficiencies in rebate management, financial closures, and order processing
- Lack of real-time tracking and limited ability to modify existing quotes/orders
- Need for a seamless, integrated experience for Project Managers and customers.
How we helped
We transformed Quote-to-Cash with a smart, AI-driven Salesforce CPQ solution, automating quotes, pricing, and order management while eliminating legacy bottlenecks. Seamless integrations with SAP, Zilliant, PEMS, and Apigee enabled real-time insights and precision pricing. With an intelligent PM Tool Configuration, we empowered Project Managers to act faster, drive efficiency, and enhance customer experience like never before.
