Case Study: a Texas Caterpillar authorized dealer achieves faster, more accurate data management with V2Force's Salesforce and CPQ integration

Caterpillar Authorized Dealer cuts data gathering time by 40% with V2Force

The client, a Caterpillar authorized dealer and Texas-based heavy machinery leader, faced challenges with disparate data management systems. Their sales teams used a combination of MS Dynamics, spreadsheets, and a third-party DBS tool, creating information silos and inefficiencies that hindered collaboration. Seeking to streamline information management, they partnered with V2Force to find a solution.

V2Force implemented a solution integrating CPQ and Salesforce CRM with their existing DBS, automating data availability and streamlining the discounting process. They also used Formstack to enhance documentation. This resulted in a 40% reduction in time spent on data tasks and a 35% increase in data accessibility and collaboration efficiency for the client.