Industry
Manufacturing
Manufacturers sell configurable products through long quote cycles. I help sales and operations teams work from the same data with CPQ, order management and generated documents in Salesforce.
Typical work
- Sales automation from lead through quote
- CPQ for configurable products and price lists
- Order management and hand-off to production or ERP
- Document generation for quotes, order confirmations and contracts
- Release management for ongoing platform changes
Problems I'm usually brought in for
- Quotes are built manually from price lists and spreadsheets
- Orders are retyped into the ERP after the deal closes
- Contract and quote documents are assembled by hand
FAQ
Common questions.
Can CPQ handle configurable products?
Yes. Product options, bundles and rules in Salesforce CPQ are designed to model configurable offerings.
Can documents be generated automatically?
Yes. Quotes, order confirmations and contracts can be generated from Salesforce data using templates.
Let's talk about your project.
Tell me what you are trying to fix or build. I respond within one business day.