---
title: How We Replaced 20+ CPQ Templates with One Salesforce System
description: "A client case study from Solution Junkies showcasing a Salesforce implementation, integration, or consultancy project and the business outcomes delivered."
url: "https://solutionjunkies.co.uk/work/how-we-replaced-20-cpq-templates-with-one-salesforce-system"
date_modified: "2026-06-08T16:35:06+01:00"
---

 Salesforce Customer Story

#  How We Replaced 20+ CPQ Templates with One Salesforce System 

Our client partnered with us to reimagine their CPQ quoting experience.

The Challenge

##  Confronting Operational Complexity 

Our client, a global leader in flare gas and emission measurement, specialises in ultrasonic flow meters designed for dynamic gas compositions. However, as the company expanded their quoting process became a bottleneck of manual work and complexity. The team faced three primary hurdles:

- **Templates Choice:** Managing over 20 distinct CPQ templates across various regions and customer types created a disjointed sales experience.
- **Administrative Friction:** The high-touch nature of tracking regional wording, diverse legal sections, and varying outcomes resulted in a heavy "administrative tax" on the sales team.
- **Brand Inconsistency:** With multiple templates in circulation, maintaining global consistency in messaging and contractual compliance was an ongoing challenge.

Solution

##  A Unified Digital Architecture 

Recognising the need for change, they partnered with Solution Junkies to reimagine their CPQ quotes, to ensure it mirrored their technical field expertise.

We designed a streamlined Salesforce CPQ environment that consolidated their global requirements, eliminated administrative friction and provided their international teams with a faster, more agile path to revenue:

- **Template Consolidation:** We replaced the 20+ disparate quoting documents into a single, “intelligent” master template.
- **Dynamic logic:** With implemented automated rules that instantly populate the correct regional wording and legal sections based on the specific quotation type.
- **User-centric Design:** By stripping away manual complexity, we transformed the quoting process into a tool that works for the sales team, saving significant time and resources.

The Impact

##  Driving Global Efficiency 

This implementation delivers immediate operational benefits across their international footprint:

- **Increased Productivity:** By removing the "manual admin tax," teams can focus on technical solutioning rather than document administration.
- **Operational Simplicity:** A unified system ensures that global updates to pricing or terms are handled in one place, eliminating the risk of conflicting versions.
- **Guaranteed Accuracy:** Automated logic ensures that every quote, regardless of the region, meets their high standards for consistency and compliance.

[ B2B2C, Tech

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