Case Study: Data Projections achieves faster, 100% better-looking sales proposals and improved Salesforce reporting with ConnectWise CPQ

Data Projections Creates '100% Better-Looking' Sales Proposals with Quosal

Data Projections, a Texas-based provider of audio-visual and collaboration solutions, needed a quoting solution that would let its sales team prepare, deliver and track professional proposals while integrating tightly with its existing Salesforce CRM. Their previous Word-based approach (and earlier attempts to automate it) didn’t transfer data cleanly or produce consistently polished deliverables, so leadership sought an easy-to-deploy, Salesforce-integrated alternative.

They implemented Quosal Sell with built-in Salesforce integration and Order Porter online delivery, plus real-time manufacturer pricing lookups. The result: proposals that are “100% better” in appearance, a dramatic time savings (a $250,000 quote that once took hours was completed in about 30 minutes), higher Salesforce adoption, improved reporting and pipeline visibility, and faster, better-timed follow-ups that have strengthened win rates and customer perception.

Data Projections

Robby Turner

Executive VP, Sales and Marketing