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Custom CPQ System with Temporal Workflow Automation for Streamlined Sales

spiralscout.com

Manufacturing

Business Automation

Technology

Challenges in Sales Process Efficiency

Manual and time-consuming quoting processes led to delays, pricing inconsistencies, and errors. Lack of automation caused bottlenecks in approvals and data entry, while disjointed data integration across sales channels created discrepancies and inefficiencies.

About the Client

Leading distributor of industrial and hydraulic hose, fittings, and rigging supplies across the Pacific Northwest

Key Project Goals

Develop a CPQ system to automate sales process configuration and pricing
Reduce manual intervention in quote generation and approvals
Ensure seamless data synchronization across all sales channels
Enhance customer purchasing experience with self-service quoting

Core System Capabilities

Instant product configuration and quote generation
Temporal-powered workflow automation for approvals and pricing
Centralized data governance framework for synchronization
Self-service quoting platform for customers and sales teams

Technology Stack

Temporal

Spiral Framework

REST API

Google Protobuf

GRPC

System Integrations

CRM platforms
ERP systems
E-commerce platforms
Sales channel APIs

Non-Functional Requirements

High scalability for volume orders
Real-time pricing accuracy
Data security and governance
Low-latency workflow execution

Expected Business Outcomes

Quote generation time reduced by 88%, enabling junior staff to handle complex quotes. Automated workflows eliminate manual approvals, reducing processing time. Unified data governance ensures consistent pricing and configurations, improving customer satisfaction and accelerating sales cycles.