Case Study: Leading Developer of Custom-Engineered Company achieves faster, standardized quoting with CEPTES Software Salesforce CPQ

Salesforce CPQ for Manufacturing Industry

Leading Developer of Custom-Engineered Company was struggling to automate its quote process on Salesforce, relying on Excel sheets that were labor intensive, inconsistent, and prone to errors. The sales team needed a more standardized way to generate quotes, maintain correct pricing, and access relevant product information while working with customers.

CEPTES Software implemented a tailored Salesforce CPQ solution to replicate and improve the client’s existing Excel-based quoting process, including support for custom headers, automated lot range and post planning, and post summary calculations. With CEPTES Software’s solution, the customer reduced manual data entry, improved standardization, gained historical reporting visibility, and accelerated quote turnaround from weeks to minutes, while also increasing trust in Salesforce as the source of truth.