Case Study: National Math and Science Initiative scales STEM education quoting with Plative CPQ

NMSI cuts proposal cycle time from weeks to days with Plative

The National Math and Science Initiative (NMSI) faced significant scaling challenges due to its reliance on a complex, macro-heavy Excel spreadsheet for quoting and contracting. This manual process created high risks of error, siloed data, and wasted time. To overcome these hurdles, NMSI partnered with Plative to implement a modern CPQ (Configure, Price, Quote) solution within Salesforce.

Plative translated NMSI's intricate Excel logic into a sophisticated automated system over a 12-week engagement. The solution utilized Salesforce CPQ and OmniStudio for document generation, creating a unified platform with full revision trails and automated proposals. The results were immediate, with cycle times dropping from weeks to days, internal clarity on pricing, and enhanced visibility across the organization. Plative's implementation provided the foundation NMSI needed to focus on its core mission of scaling STEM education.

National Math and Science Initiative (nmsi)