A leading manufacturer of linen and specialty uniform distribution solutions client achieves 3X sales growth by digitally transforming their quote to cash process

About the client

Based in Georgia, client is a manufacturer of the most advanced automated surgical scrub dispensing equipment for acute care hospitals and other healthcare providers in the USA.

Solution

Client was smoothly transitioned from the traditional quoting process to an intelligent Salesforce CPQ system
Implemented Salesforce CPQ for the Proposal process with Quote features
Configured 3-level approval processes and pricing capabilities
Built the quote processes using quick action and related field level logic to flow from the parent deal and auto-populated in the quote
Set up different customized subscription models

Benefits

Automation of the proposal document preparation process saved 25% of agent time
User-friendly features that the team quickly adopted
Simplified approval process with 3-level approval and automated flow of document reviews
Sales productivity improved by 27%