CPQ Customer Deals | Implementation & Best Practices

Cincom Eloquence helped a 150-year-old property and casualty insurance provider modernize customer communications. The company streamlined document workflows and cut manual errors. Barcoding integrat...ion allowed them to repurpose 6 full-time employees. They increased daily correspondence capacity from 200-800 to 12,000 requests. Monthly statement production reached 400,000. Compliance management and response times improved, supporting regulatory standards and customer satisfaction.
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EZLynx helps Agents United and SIAA members quote insurance easily. The EZLynx Rating Engine and Tarmika integration give access to more markets and better commercial lines quoting. EZLynx Submission... Center supports both personal and commercial lines, helping agencies grow. Jamie Bowden praises EZLynx for its easy use and strong customer support. EZLynx offers tools and training that make it a key growth partner for insurance agencies.
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FC Bayern faced challenges with time-consuming and manual HR processes. They used SAP SuccessFactors HCM to transition their HR processes to the cloud, optimizing functions like employee self-service...s and recruiting. This allowed employees to access data securely and streamline tasks. Additionally, SAP Sports One helped in managing player health and performance. The introduction of SAP Customer Checkout improved the fan experience at Allianz Arena by enabling mobile orders. FC Bayern also consolidated fan data from 52 systems to enhance marketing campaigns.
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Conga CLM helped Cotality cut contract cycle times by 75%. The company automated 28% of transactions, up from 8%. Cotality reduced data gaps from 3,000 to zero using Conga Grid. They increased automa...ted templates from five to 30. The solution delivered fast results by addressing key pain points in contract management.
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Conga CLM helped Cotality cut contract cycle times by 75%. The company automated 28% of transactions, up from 8%. Cotality reduced data gaps from 3,000 to zero using Conga Grid. They increased automa...ted templates from five to 30. The solution delivered fast results by addressing key pain points in contract management.
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Model N helped AMD improve revenue management. AMD used Model N to streamline sales and channel processes. The solution made it easier for AMD to manage complex pricing and incentives. AMD saw better... control and efficiency in their revenue operations. This case shows how Model N supports large technology companies with revenue optimization.
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Model N helped AMD improve revenue management. AMD used Model N to streamline sales and channel processes. The solution made it easier for AMD to manage complex pricing and incentives. AMD saw better... control and efficiency in their revenue operations. This case shows how Model N supports large technology companies with revenue optimization.
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Model N helped AMD improve revenue management. AMD used Model N to streamline sales and channel processes. The solution made it easier for AMD to manage complex pricing and incentives. AMD saw better... control and efficiency in their revenue operations. This case shows how Model N supports large technology companies with revenue optimization.
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Box needed to scale from a consumer product to an enterprise application in 2008. Their legacy billing system couldn't handle enterprise needs. Zuora's subscription management solutions helped Box gr...ow into the enterprise market. Box scaled from $3 million to over $500 million in revenue without changing its IT architecture. Zuora enabled Box to test over 125 offerings and manage over 100,000 subscriptions.
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Buynomics software helped a leading food and beverage company face tough competition and boost sales. The company used the RGM Platform to find and apply a targeted promotion strategy. In just three ...weeks, unit sales at Tesco rose by 20%. The solution focused on increasing sales volume and managing line-price products.
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Vistaar's pricing solution helped Beam, Inc. manage segmented prices and distributor margins for their premium spirits. Beam used Vistaar to reduce margin leaks and improve profitability. The solutio...n supported compliance with state laws and improved distributor relationships. Pricing, sales, and finance teams gained better control and insight. Beam captured an extra 2 to 4 points in gross margin using Vistaar.
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PROS airTRFX and airWire helped TAP Air Portugal improve digital marketing and boost profits. The airline cleaned up over 100 underperforming pages and added more than 1,000 new destinations. They sa...w a 49% increase in sessions from airTRFX pages and a 29% growth in organic channel performance. Revenue from PROS-driven pages grew by 25–35%. Mobile traffic increased, with a shift from 60/40 desktop-mobile to 40/60. TAP Air Portugal now delivers a better digital experience and higher conversions.
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PROS airTRFX and airWire helped TAP Air Portugal improve digital marketing and boost profits. The airline cleaned up over 100 underperforming pages and added more than 1,000 new destinations. They sa...w a 49% increase in sessions from airTRFX pages and a 29% growth in organic channel performance. Revenue from PROS-driven pages grew by 25–35%. Mobile traffic increased, with a shift from 60/40 desktop-mobile to 40/60. TAP Air Portugal now delivers a better digital experience and higher conversions.
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PROS airTRFX and airWire helped TAP Air Portugal improve digital marketing and boost profits. The airline cleaned up over 100 underperforming pages and added more than 1,000 new destinations. They sa...w a 49% increase in sessions from airTRFX pages and a 29% growth in organic channel performance. Revenue from PROS-driven pages grew by 25–35%. Mobile traffic increased, with a shift from 60/40 desktop-mobile to 40/60. TAP Air Portugal now delivers a better digital experience and higher conversions.
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Clarity Go helped Signspeed move from Clarity Pro to a cloud-based system. The switch improved customer management, reporting, job scheduling, and remote working. Signspeed saw a positive impact acro...ss their business. The cloud platform made daily tasks easier. Clarity Go supported better business operations.
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PRO.FILE helped Becker Marine Systems improve quality management. The company replaced paper checklists with a mobile app for quality inspections. This made it easier to track production progress at ...global sites. The app let staff enter data directly into the PLM system. Becker Marine Systems now has faster and more accurate quality checks. The solution supports their work as a leader in ship maneuvering technology.
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PRO.FILE helped Becker Marine Systems improve quality management. The company replaced paper checklists with a mobile app for quality inspections. This made it easier to track production progress at ...global sites. The app let staff enter data directly into the PLM system. Becker Marine Systems now has faster and more accurate quality checks. The solution supports their work as a leader in ship maneuvering technology.
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PRO.FILE helped Becker Marine Systems improve quality management. The company replaced paper checklists with a mobile app for quality inspections. This made it easier to track production progress at ...global sites. The app let staff enter data directly into the PLM system. Becker Marine Systems now has faster and more accurate quality checks. The solution supports their work as a leader in ship maneuvering technology.
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Tescan used QuoteWerks with a Contract Calculator made by Hilltops IT. They connected SugarCRM and QuoteWerks. This helped Tescan make service contract quotes 50% faster. The quotes became more accur...ate. Tescan increased their sales with this new system.
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XaitProposal helped Paprec improve its technical proposal process. Paprec faced slow document creation, outdated content, and inconsistent style. With XaitProposal, they used templates, set editorial... rules, and enabled real-time teamwork. They saved time, improved proposal quality, and got better feedback from customers. Paprec also won a major contract after using the new system.
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Safran Aerosystems worked with Infor to move to a cloud-based ERP. They combined multiple ERPs into one solution. The migration was smooth and on budget. This change improved scalability and flexibil...ity. Safran is now ready for long-term success and better ROI.
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Apparound helped Lenergy digitalize sales of renewable energy solutions. Lenergy removed all paper documents, cutting printing costs by 100%. The sales team improved efficiency by 90% and boosted the... sales experience by 70%. Using Apparound, Lenergy increased revenue by 15%. The software made it easy to create quotes and manage contracts in real time.
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Vendavo helped Cencora improve profitability and optimize margins. Cencora used Vendavo to streamline pricing operations and manage complex pricing at product and customer levels. The solution enable...d the pricing team to focus on strategic initiatives and align with sales and finance. Cencora closed revenue gaps and drove margin growth while meeting customer agreement constraints. Consistent results increased stakeholder trust and made future improvements easier.
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Acoustic helped the Australian Grand Prix reach new audiences. The event used Acoustic to boost efficiency and save costs. Customer engagement improved across multiple channels. Campaign management b...ecame more scalable with the platform. The solution supported better marketing results for the event.
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GK AIR Personalization helped 1-2-3.tv create a personalized sales approach in their online shop, newsletter, and call center. The solution gave customers real-time, relevant product recommendations.... This improved customer loyalty and satisfaction. 1-2-3.tv raised the quality of product recommendations and followed a customer-focused policy. The company increased its conversion rate by 5%.
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Insitetrack helped a leading UK DIY retailer automate and improve their pricing operations. The retailer faced slow, manual data collection and inconsistent SKU matching. Insitetrack delivered a cust...om data scraper, AI-assisted product matching, and a Power BI dashboard. Manual data prep time dropped by 33%. Reporting cycle time fell by 70%. Online conversion rates rose by 11%. All pricing data is now stored securely in-house.
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Revionics helped Drogaria Araujo use data science for price optimization. The drugstore chain wanted to improve pricing to stay competitive. They used Revionics to find better pricing strategies. Thi...s helped them get a return on investment. The focus was on keeping both the business and customers healthy.
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Competera's AI-powered pricing platform helped a major US department store chain improve its online business. The retailer faced challenges with old pricing models and needed to compete with more dyn...amic stores. By using AI price optimization, they set better prices and streamlined pricing processes. The results included a 40% increase in online revenue, 30% more new customers, 50% more reactivated customers, 59% more units sold, 25% higher margins, and 71% more visits with purchases.
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Competera's AI-powered pricing platform helped a major US department store chain improve its online business. The retailer faced challenges with old pricing models and needed to compete with more dyn...amic stores. By using AI price optimization, they set better prices and streamlined pricing processes. The results included a 40% increase in online revenue, 30% more new customers, 50% more reactivated customers, 59% more units sold, 25% higher margins, and 71% more visits with purchases.
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Epicor Propello helped Lakewood Ace Hardware launch its new store in September 2024. The store used Propello to manage daily operations and support high sales activity during its grand opening. The s...olution enabled smooth transactions, pricing promotions, and inventory management. Owner Steven Prendergast credits Propello for helping the store meet strong community demand and achieve record sales at launch.
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Netformx DesignXpert helps Citynet automate proposal creation and solution design. Citynet replaced manual spreadsheets with DesignXpert to speed up quoting and reduce errors. The tool integrates wit...h Cisco Commerce Workspace and streamlines billing and provisioning. Citynet saves 6-10 hours a week on troubleshooting and enjoys more consistent, accurate quotes. DesignXpert also boosts team collaboration and makes onboarding new engineers easier.
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BQool's Repricing Central and BigCentral helped Grupo Clever Shopping grow on Amazon. The company faced tough competition and needed to win more Buy Box share. BQool's tools automated repricing and c...ustomer service, saving 80% of their time. Grupo Clever Shopping achieved a Buy Box win rate of over 60%, with some markets reaching 70%. Email open rates for feedback requests hit 37% and 43%. The software let them customize strategies and scale their business fast.
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Blue Yonder Network Design helped DHL optimize vehicles and stops. DHL used the solution to solve business challenges in logistics. They evaluated ship dates, hauling savings, and consolidation oppor...tunities. DHL saved 7% on transportation costs. Blue Yonder's platform improved efficiency for the world's largest express logistics provider.
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QuickLizard's AI-powered dynamic pricing platform helped a developing UK taxi platform optimize commission rates in real time. The platform analyzed user behavior, demand, and competitor data to reco...mmend commission changes. This led to a 16% increase in revenue and a 7% rise in profits. The taxi platform plans to keep using dynamic pricing to improve future results. The solution focused on maximizing profits in a highly competitive transportation market.
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Cognition360 helped Advanticom improve service delivery and operational efficiency. Advanticom struggled with slow, limited reporting from ConnectWise. They chose Cognition360 for its easy cloud repo...rting and MSP-focused support. After switching, Advanticom eliminated manual pivot tables and gained real-time KPI analytics. This saved hours each week and increased value from their data.
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Gainfront used RFx Assist with EfficiencyAI to improve its RFP process. The company faced slow, manual RFP creation and compliance challenges. RFx Assist automated RFP drafting, built in compliance, ...and enabled structured response analysis. This led to faster, more accurate RFPs and better procurement outcomes. Gainfront now saves time and ensures every RFP meets industry standards.
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Sococo helped World Wide Technology move to a virtual office. The company needed to hire more people and work with clients in new ways. Sococo made it easy for teams and clients to meet online from a...nywhere. WWT sped up its recruitment cycle by 12–24 months and hired top talent worldwide. The virtual office improved communication, saved money, and supported different work styles. Teams now connect faster, train clients remotely, and keep projects moving without delays.
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DealHub CPQ helped Socure fix slow and error-prone quoting. Before, reps used spreadsheets and emails, making it hard to match customer needs to quotes. DealHub gave them guided playbooks and clear a...pproval steps. This cut quote-to-order cycle time by over 70%. Now, Socure has one place for quotes, approvals, and forecasting. Reps work faster and make fewer mistakes.
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servicePath CPQ helped Daisy Group manage rapid acquisitions and unify sales processes. Daisy Group needed to streamline quoting and delivery for a better customer experience. servicePath CPQ provide...d a simple interface, flexible configuration, and workflow consistency. The platform reduced sales cycle times and made quotes consistent across the company. Standardization improved handoffs between sales and operations. Daisy Group can now integrate new acquisitions faster and more easily.
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Einstein 1 Service helped Algo cut service call times by 80%. Algo used the platform to improve customer support. The solution made service faster and more efficient. This led to big time savings for... Algo's team. The case shows how AI can help IT companies serve customers better.
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ConnectWise helped Advanced Network Products, an MSP, solve service quality and operational chaos. ANP struggled with disconnected sales, service, and project teams. Clients could not easily get stat...us updates. In 2012, ANP adopted ConnectWise to streamline operations and improve visibility. They also used Service Leadership, Inc. to gain insights into financial and operational performance.
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AskIBM, built with watsonx.ai and IBM Granite large language models, automated routine business tasks for over 280,000 IBM employees. The IBM Chief Information Officer organization launched the alpha... in just 60 days, ingesting more than 30,000 documents. AskIBM helps draft emails, translate documents, and summarize content, boosting productivity. User adoption of natural language queries rose from 2–4% to 10% after training. The solution unified access to AI-powered digital assistants, streamlining daily work.
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Kugamon helped Copado improve their quote to cash process in Salesforce. The Copado operations team used Kugamon to scale their workflows. The CEO led organized training sessions and provided clear s...etup guidance. The team saw incremental improvements after the first phase of deployment in late 2020. Copado's operations team is happy with the user experience and automation features.
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A €4 billion European manufacturer of climate solutions was growing rapidly due to acquisitions and market expansion. Despite this growth, they were still using spreadsheets for pricing. They hired a... new pricing manager who identified a lack of focus on pricing. The company, with over 15,000 employees, implemented Zilliant Quick Start for Global and Country Price Lists. This established a data-driven pricing approach across their subsidiaries in just weeks.
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A €4 billion European manufacturer of climate solutions was growing rapidly due to acquisitions and market expansion. Despite this growth, they were still using spreadsheets for pricing. They hired a... new pricing manager who identified a lack of focus on pricing. The company, with over 15,000 employees, implemented Zilliant Quick Start for Global and Country Price Lists. This established a data-driven pricing approach across their subsidiaries in just weeks.
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A €4 billion European manufacturer of climate solutions was growing rapidly due to acquisitions and market expansion. Despite this growth, they were still using spreadsheets for pricing. They hired a... new pricing manager who identified a lack of focus on pricing. The company, with over 15,000 employees, implemented Zilliant Quick Start for Global and Country Price Lists. This established a data-driven pricing approach across their subsidiaries in just weeks.
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Pricefx helped a global manufacturer of shaping and finishing materials improve their pricing process. The company faced slow quoting, price inconsistencies, and low margins due to manual work and le...gacy tools. Pricefx enabled fast data migration, optimization models, and machine learning for better price recommendations. The solution reduced time-to-quote from several days to a few minutes. 350 users now access clear, consistent prices and analytics, boosting pricing confidence and team efficiency.
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Tacton CPQ helped Durst fix quoting errors and speed up sales. Before, Durst used Excel for quotes, which caused mistakes and slow sales cycles. With Tacton CPQ and Microsoft Dynamics CRM, Durst made... quoting faster and more accurate. The sales team now configures products, automates pricing, and tracks margins in real time. This integration improved pricing transparency and made the customer experience better.
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DigiFabster helped a French rapid prototyping service bureau improve quoting and customer experience. The company specializes in industrial plastic 3D printing and processes 1,000 to 2,000 parts dail...y. They needed faster, more efficient quoting to meet customer expectations and boost productivity. DigiFabster's user-friendly interface and fast quote generation saved time and increased profitability. With DigiFabster Pay, they also sped up payments and offered more digital payment options.
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Experlogix CPQ for Microsoft Dynamics 365 helped Priva improve its order process. Priva faced problems with missing features in its old tools and manual work for creating documents. The new system ma...de orders clear, accurate, and easy to customize. This reduced errors and made the process faster. Priva can now adjust orders quickly before production, improving customer experience.
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Configit Sales Configurator helped CNH Industrial build a strong sales platform for its dealer network. CNH Industrial used Configit Runtime and Model for its eQuipment dealer portal, now active in o...ver 120 countries. In 2018, CNH Industrial unified its sales applications and brands into one seamless experience. The Sales Configurator, powered by Virtual Tabulation, connects with SAP to manage orders and inventory. This solution improved dealer efficiency and ensured reliable online and offline customer interactions.
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eJeeva eSeller helped a leading manufacturer and distributor of electrical circuit breakers upgrade their outdated website. The company needed online ordering for B2B customers and a multi-tier quoti...ng process. eJeeva eSeller enabled custom user roles, real-time inventory and pricing with Epicor Prophet 21 ERP integration, and different product and customer groups. The new solution simplified ordering and increased sales and revenue.
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CIS Configurator helped Vision Engraving & Routing Systems speed up their quote process. They replaced spreadsheets with a digital system. Quote times dropped from 20-30 minutes to just 2 minutes. Th...ey saved about 3,700 work hours and $150,000 a year. Errors went down, and both staff and customers are happier. They got full ROI in the first year.
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Costimator helped Precision Machine Fabrication improve their quoting process. Before, only one person estimated jobs by hand, which took a lot of time and lost them business. With Costimator, multip...le estimators can work together and create quotes faster. The software is easy to use and has helpful cost models. After using Costimator, Precision Machine Fabrication increased their quote throughput by 50%.
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Flexpricer for Salesforce helped Flux Pumps Corporation solve complex product configuration challenges. The company needed a tool to make quoting easier and reduce reliance on experienced sales staff.... After choosing Flexpricer over Salesforce CPQ, they quickly set it up with help from a Salesforce partner. The solution increased average order value by 30% and stopped revenue leakage. The team now sells more high-margin accessories and spare parts.
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Syncron Inventory and Price solutions help Al-Futtaim improve customer retention and business results. Al-Futtaim uses Syncron Price to set prices for new products fast and adjust prices for excess o...r aged stock quickly. Syncron Parts Planning reduces manual work and turns inventory data into useful actions. The company reacts faster to market changes and stays ahead of competitors. The autonomous logic in Syncron Price brings the most value to Al-Futtaim.
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VividWorks 3D Product Configurator helped BEDD speed up design and sales. BEDD used to spend hours drawing and calculating parts by hand. With the 3D configurator, customers can design custom planter...s and see all needed parts instantly. BEDD saw higher sales and conversion rates in the professional segment. Retail partners also grew sales of large solutions. The tool made planning easier and improved the online shopping experience.
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Visual Product Configurator for WooCommerce helped Craftstone Knives speed up their order process. Customers can now design custom knives online with a simple, visual tool. The plugin reduced order e...rrors and made the buying process faster. Craftstone Knives saw fewer abandoned carts and more custom knife sales. The store added features like image uploads for more personalization.
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