Case Study: Kelly Roofing achieves 300% revenue growth and doubled profits with Experlogix CPQ

Award-Winning Roofing Contractor Deploys Experlogix CPQ with Microsoft Dynamics 365 to Deliver Fast, Accurate Project Quotes to Clients

Kelly Roofing, a family‑owned residential and commercial roofing contractor in Florida, struggled with inaccurate, slow quotes built from Excel spreadsheets and simplistic per‑piece or square‑foot pricing. Rapid material price changes and field configuration errors meant lost sales, margin erosion, and time-consuming manual estimate work that made it hard to keep all salespeople on the same page.

By deploying Experlogix CPQ integrated with Microsoft Dynamics 365, Kelly Roofing gained real‑time price updates, automated bills of materials, and configurable options/upgrades that eliminated quoting errors and sped proposal generation. The new system improved the customer experience, enabled fast product launches (e.g., Tesla Solar Roof), and helped drive a more than 300% increase in top line while more than doubling net profits.

Kelly Roofing

Ken Kelly

President