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CPQ System Enhancement and Expansion for Rapid Quote Generation and Sales Efficiency
  1. case
  2. CPQ System Enhancement and Expansion for Rapid Quote Generation and Sales Efficiency

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CPQ System Enhancement and Expansion for Rapid Quote Generation and Sales Efficiency

tatvasoft.com
Information technology
eCommerce
Business services

Inefficient and Time-Consuming Quote Process

The existing manual quote and order process is highly time-consuming, requiring salespeople to spend over an hour preparing quotes. This inefficiency impacts sales productivity, increases sales cycle times, and hinders the ability to effectively manage customer opportunities.

About the Client

A US-based emerging provider of sales configuration solutions offering tight integration with CRM, ERP, SAP, and eCommerce systems, aiming to automate and streamline the quote-to-order process.

Project Goals

  • Automate the quote generation process to reduce quote preparation time to under 10 minutes.
  • Integrate the CPQ system seamlessly with Salesforce and Dynamics CRM.
  • Enhance sales forecasting accuracy through CRM integration.
  • Improve sales team efficiency and productivity.
  • Enable cross-selling and up-selling opportunities.
  • Provide accurate and customized quote and proposal generation.

Functional Requirements

  • Fast and accurate quote generation.
  • Cross-selling and up-selling capabilities.
  • CRM integration for accurate forecasting and data synchronization.
  • Customizable quote and proposal templates.
  • 3D visual sales configurator.
  • eCommerce portal integration for real-time data exchange.
  • Discounting and pricing rule engine.

Preferred Technologies

.NET
MVC
C#
WCF
Silverlight
Salesforce
Dynamics CRM
Entity Framework
Microsoft RDLC reports
JSON
jQuery
XSLT
AppFabric Caching services
Microsoft SQL Server
Windows Server

Required Integrations

  • Salesforce CRM
  • Dynamics CRM
  • eCommerce Portal

Non-Functional Requirements

  • Scalability to handle increasing quote volume.
  • High performance for quick quote generation.
  • Robust security to protect sensitive customer data.
  • Data accuracy and integrity.
  • User-friendly interface.

Expected Business Impact

This project is expected to significantly improve sales efficiency by reducing quote preparation time, increasing sales cycle speed, and enhancing accuracy. The integrated CPQ solution will empower sales teams to focus on closing deals, leading to increased revenue and improved customer satisfaction. The solution will also enable the client to offer a competitive advantage through faster and more accurate quotes, and streamline operations.

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