How we Replaced 20+ CPQ Templates with One Salesforce System

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.

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.