Case Study: ReVision Energy streamlines complex solar and multi-technology quoting with Experlogix CPQ

ReVision Energy Amps Up Sales Process for Renewable Energy with Experlogix CPQ

ReVision Energy, a U.S. solar-power company, expanded its offerings from residential and commercial solar into battery backups, air-source heat pumps and EV chargers. That product growth created complex, multi-technology orders that the legacy CPQ couldn’t handle—its inflexibility, lack of CRM integration and manual data entry increased administrative work and slowed sales.

ReVision implemented Experlogix CPQ fully integrated with Microsoft Dynamics 365, allowing single-entry customer data, side-by-side quoting for multiple technologies and automated parts-and-labor calculations. The change delivered clear time savings, reduced manual work, and provided a scalable platform the company is extending to services teams and planned customer self-service to drive further efficiency and revenue.

ReVision Energy

Nate Bowie

Vice President, Sales