Case Study: Braen Supply streamlines quoting and boosts sales efficiency with AllCloud and Salesforce CPQ

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Preview of the Braen Supply Case Study

Braen Supply streamlines quote creation and case management with AllCloud

Braen Supply, a major supplier of construction materials, faced challenges with an inaccurate and inefficient manual quoting process due to poor integration between its Salesforce platform and Epicor ERP system. To automate its Configure, Price, Quote (CPQ) process and streamline sales, the company sought to implement Salesforce CPQ but encountered roadblocks, leading them to partner with AllCloud for managed services.

AllCloud redesigned the quote generation workflow and created a tight, automated integration between Salesforce CPQ and the Epicor ERP to ensure data alignment. This solution significantly increased efficiency in quote creation and case management, brought consistency to pricing, and enabled the use of product bundles. The success led Braen Supply to expand the CPQ implementation across its entire business and continue its partnership with AllCloud on other Salesforce projects.


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