Case Study: Constellation achieves faster, more accurate point-of-sale HVAC quotes with Cincom CPQ

Constellation - Customer Case Study

Constellation, a Baltimore-based home services company specializing in HVAC, plumbing and electrical work, was hampered by a paper-based quoting process: sales reps used printed Excel spreadsheets, took orders on paper, and relied on manual ERP entry, which was slow and error-prone. The company needed a cloud-ready solution that would integrate with Microsoft CRM and let reps work offline and re-sync when back online.

They implemented Cincom CPQ, which integrated with their Microsoft CRM and provided offline point-of-sale quoting and digital data capture. The solution produced professional customer-facing quotes, streamlined workflows, sped onboarding, reduced errors and improved order accuracy and close rates, and Constellation plans to expand CPQ to other installation lines and service contracts.

Constellation

Keith Brierley-Bowers

Director of Business Processes