At a glance
As Weave grew, their specific needs outgrew the native quoting functionality of Sales Cloud. It was decided that they would implement Salesforce CPQ to handle the custom pricing and quoting needs.
Like many growing companies, Weave found that their early strategies and tools couldn’t scale the way they needed. They had created a lot of custom workarounds in order to extend the native Sales Cloud quoting functionality. Workarounds can grow unstable, and it drove Weave to look into a CPQ solution. Choosing to work with Salesforce CPQ gave Weave full control over their quoting process. This included safeguards and limits on the sales team, preventing excessive discounting. The entire Salesforce CPQ implementation was completed in a short six-week timeframe, including consulting and some custom development.
Weave combines all your communication streams from your PMS to your mobile device and business phone into a single simple tool—one that creates more productive and meaningful conversations by serving up relevant patient details during every patient interaction.
Headquarters: Lehi, UT
Industry: Media & Communications, SaaS
Weave employees are now able to select and adjust product bundles to create custom quotes for customers. Block pricing, partner discounts, and discretionary discounts were created and implemented. Weave also offers subscription-based products, so subscription packages were created for the different monthly and yearly recurring packages. In addition to the Salesforce CPQ implementation, we integrated DocuSign to allow for signed quote approvals. Custom workflow rules were configured to match the business processes laid out by the client.
Ready To Sell Smarter?
Speak with one of our certified Salesforce experts today.