08 Jul A Salesforce CPQ implementation for saved hours and faster reports
Salesforce CPQ is all about streamlining the sales process for faster, more efficient revenue growth. When Simplus implemented Salesforce CPQ for Quest, it did just that. Quest is a computer software company helping customers reduce the time and money spent on IT administration with a portfolio of software solutions, including data protection and information management. Quest’s previous CPQ system wasn’t equipped to integrate with Salesforce and had become a time-consuming legacy system. Eager to move beyond manual processes with excessive cloning and data entry, Quest engaged with Simplus for a Salesforce CPQ implementation.
Simplus configured pricing rules, set up quote page layouts and record types, implemented multiple approval processes, and provided a change management program to ensure Quest’s internal team adopted the new changes well. The results? Productivity increased, many hours saved each month, and report generation increased its speed dramatically.
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