Case Study: Dynamic Planner speeds up quote creation and reduces sales errors with Noltic’s Salesforce CPQ automation

Dynamic Planner speeds quote creation 5x with Noltic

Dynamic Planner, a UK-based provider of financial planning software, faced challenges with complex pricing and licensing structures in Salesforce. Their manual processes caused sales errors and slowed deal progress. They partnered with Noltic to implement a customized Salesforce solution.

Noltic configured Salesforce CPQ to automate pricing, quotes, and contracts, and built a comprehensive product license management system. This resulted in quote creation becoming five times faster and a four-fold reduction in manual steps for the sales team. The solution provided Dynamic Planner with a scalable foundation for growth, drastically reducing errors and boosting operational accuracy.

Dynamic Planner