Case Study: a leading first aid kits and emergency care equipment supplier achieves streamlined quoting and better customer experience with Persistent Systems and Salesforce

Improving customer experience through automation and Salesforce

Persistent Systems helped a leading first aid kits and emergency care equipment supplier that provides first aid services and training to corporate and individual customers. The organization needed better support for complex quoting in its Event Health Services business, including discounts at the product, bundle, quote, and quote group levels, plus automated secondary quotes, online quote acceptance, and captured consent for specific quotes.

Persistent Systems implemented Salesforce Sales Cloud and CPQ, configuring products, price books, product bundles, and quote grouping, while automating quote creation and cloning with alternate price books. It also customized Conga Composer and Conga Sign for quote generation and e-sign acceptance, reducing manual effort, centralizing quote workflows, and improving customer experience through faster, more flexible quoting.