Introduction

In the fast-paced SaaS industry, accurate and timely quotes are vital to securing deals and maintaining healthy revenue growth. However, one SaaS company found that frequent quoting errors were significantly impacting their revenue and sales efficiency. Their sales team spent too much time correcting mistakes, leading to longer sales cycles and frustration across departments. In this case study, we explore how AiSynapTech implemented Salesforce CPQ (Configure, Price, Quote) automation to streamline the quoting process, reduce errors, and improve overall business performance. 

The Problem

Frequent quoting errors were creating several issues for the sales team and affecting the company’s bottom line. These errors typically stemmed from manual input, inconsistent discounting practices, and a lack of standardized approval workflows. As a result, sales reps were often forced to revise quotes multiple times, leading to delays in closing deals and reduced sales efficiency. Key Issues Identified: 

Frequent quoting mistakes due to manual data entry

Lack of standardized discounting rules

Time-consuming approval workflows

Extended sales cycles

Decreased revenue due to delays in closing deals

These challenges ultimately created a bottleneck in the sales process, hurting both the speed and quality of client engagement.

Our Approach

AiSynapTech’s strategy focused on implementing Salesforce CPQ automation to reduce errors and streamline the quoting process. The solution included automating discounting rules and approval workflows to ensure that quotes were both accurate and aligned with pricing strategies. Approach in Action: 

Automated discounting rules based on predefined criteria

Simplified approval workflows to eliminate delays

Integrated Salesforce CPQ with existing CRM systems for seamless data flow

Created custom templates for fast and consistent quoting

Trained the sales team on using the new system effectively

By automating the quoting process, the company was able to eliminate manual errors, reduce the time spent on revisions, and improve overall sales efficiency.

The Solution

AiSynapTech deployed a comprehensive Salesforce CPQ solution that automated the entire quoting process, from discounting to approvals. The system was tailored to the company’s specific needs, integrating seamlessly with their existing Salesforce platform. Automated workflows ensured that quotes were approved in real-time, while discounting rules were consistently applied according to the company’s pricing guidelines. Solution in Action: 

Salesforce CPQ implemented with automated discounting rules

Real-time approval workflows for faster quote processing

Integrated CPQ solution with existing CRM for smooth data sharing

Automated error-checking to ensure quote accuracy

Dashboard for tracking quote status and approval progress

The Results

KPI

Before AiSynapTech 

After AiSynapTech 

Improvement 

Quote Revisions 

High 

23% fewer revisions 

23% reduction 

Sales Cycle Time 

Long 

18% shorter cycles 

18% time reduction 

Approval Delays 

Frequent delays 

Real-time approvals 

Significant reduction 

The company experienced not only a reduction in quoting errors but also a faster sales cycle, which helped close more deals in a shorter timeframe. These improvements translated directly into higher revenue and greater customer satisfaction. 

Client Feedback

“Implementing Salesforce CPQ automation through AiSynapTech has transformed our sales process. The quoting errors have decreased significantly, and our sales cycles are much shorter. This has made a huge difference to our team’s productivity and our revenue growth. We couldn’t be happier with the results!” 

— Sales Director, SaaS Company 

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