Case Study: United Road streamlines pricing and ordering with Robots & Pencils and Salesforce

United Road streamlines quoting and ordering for 4M+ vehicles with Robots and Pencils

United Road, a premier automotive transport company, needed to better leverage its marketing and sales technology to streamline operations and support growth. Robots and Pencils was engaged to provide guidance and optimize their Salesforce implementation.

Robots and Pencils performed business analysis and Salesforce architecture planning, integrating three separate systems—including a pricing engine and legacy ordering system—into one custom Salesforce CPQ interface. This solution allowed United Road staff to efficiently create complex, multi-vehicle quotes and submit orders with a single click, saving significant time and streamlining the entire quoting and ordering process.

United Road