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← operations circ energy · 2022–23

cpq — automated quoting & invoicing.

quotes and invoices that generate themselves — fewer errors, faster approvals, a sales team free to actually sell.

salesforce cpqautomationpricing rules
the goal

objective

Streamline and automate the quoting and invoicing process by implementing Salesforce CPQ (Configure, Price, Quote), enabling the sales team to generate accurate quotes and invoices with minimal manual intervention.

–40% manual data entry across the sales cycle
my part

what i did

  • ✺End-to-end implementation — led the full CPQ rollout, ensuring seamless integration with the existing Salesforce CRM.
  • ✺Configuration — configured product catalogs, pricing rules and approval workflows, aligned with company policies and sales strategies.
  • ✺Enablement — provided training sessions and documentation for the sales team to ensure smooth adoption and minimal disruption.
  • ✺Approval automation — established automated approval hierarchies, reducing the turnaround time for quote approvals.
the result

outcomes

  • →Automated quote generation and invoicing, reducing manual errors.
  • →Enhanced accuracy in pricing, discounts and contract approvals.
  • →Improved productivity by eliminating redundant tasks, letting sales focus on revenue.
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