How We Helped a MedTech Enterprise Set Up an Automated & Error-free Quoting System With Salesforce CPQ

Our client is a renowned manufacturer of specialty scientific equipment catering to critical industries such as pharmaceuticals, biotechnology, healthcare, aeronautics, semiconductors, and more. Being a prominent figure in the industry, they recognize how vital their products are in these sectors, where precision, accuracy, and reliability is supreme.

82%

Increase in process efficiency

64%

Reduction in quote creation time

40%

Increase in new orders

NextCare Anywhere

Industry

Scientific equipment manufacturer

Service

CPQ Implementation

Tech Stack

Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce CPQ, Salesforce Maps, Integration with ERP

The client’s diverse range of equipment, including freeze dryers, chillers, centrifugal concentrators, NMR (nuclear magnetic resonance) consumables, glassware washers, thermal management systems, laboratory glassware, sample coolers, and related products help scientists and researchers around the world conduct experiments, develop new drugs, and improve patient outcomes.

Considering the indispensable role their products play in these industries, our client carries a pivotal responsibility to ensure their customers have access to the most advanced and efficient equipment available.

Business requirement: To implement an efficient and error-free quoting process that will slash time, reduce manual efforts & drive revenue

Our client provides custom, specialized equipment to meet the unique requirements of their customers. This requires a collaborative design process between multiple engineers to achieve the desired equipment.

Following the finalization of the design, the sales team is responsible for creating quotes encompassing the customized equipment and its associated components. Unfortunately, their quoting process was manual, time-consuming, and error prone.

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