Salesforce CPQ Solution Transformed Virtana’s Quoting System

Salesforce CPQ enables creating and managing product bundles, kits, and options, ensuring customers receive accurate quotes based on their specific requirements with robust pricing capabilities.

Virtana’s complex quote generation based on defined price books, including bundling and business rules, was simplified. Management can set pricing rules based on product type, customer segment, or geographical location — all on one shared platform.

Think Beyond created a plan of development stages and worked in a sprint-by-sprint mode. A deep understanding of the client’s challenges combined with effective workshop methods helped reach Virtana’s CPQ goals.

Decision-makers can now track KPIs such as quote-to-close ratio, sales velocity, and product performance to gain insights into sales processes and make data-driven decisions.

The sales team now possesses more influence over price generation, surpassing the limitations of merely submitting offer requests. This fosters a dynamic sales environment with more strategic and personalised customer engagements.

Significantly reduced waiting period for price propositions, streamlined the quotation procedure, and improved overall effectiveness. Prompt responses position the sales team for more agile and competitive interactions.

A unified and seamlessly executed pricing policy has simplified complex pricing structures and delivered satisfactory price offers for both Virtana and its customers, enhancing operational efficiency.

The successful CPQ integration builds strong relationships with new customers, demonstrating Virtana’s responsiveness in every interaction and highlighting the positive impact on customer satisfaction and loyalty.