CPQ Customer Deals | Implementation & Best Practices

TICO used Syncron Inventory to move from manual Excel-based processes to a centralized ERP system. The company needed better inventory... control for its material handling equipment sales in Brazil. Syncron Inventory automated stock level management and improved after-sales spare parts control. TICO saw reduced stock and air costs and better service levels at its Brazilian site. The company plans to standardize this system across its global operations.
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Costimator helped Northeast Manufacturing double their RFQ win rate. The software cut estimating time by up to 200%. Shop floor... productivity increased by up to 30%. Northeast eliminated money-losing jobs and improved quoting accuracy. Costimator also supported sales and customer service with better process plans and reports. Accurate manufacturing times improved shop floor scheduling.
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Sloan used Threekit's AI sales agent to speed up their quoting process. The AI-powered guided design tool helped users get... quotes four times faster. Sloan's Sink Configurator with AI made quoting simple and quick. Users completed 85% of the process in just 5% of the time. This improved user confidence and reduced complexity for dealers and reps.
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DigiFabster helped a French 3D service bureau speed up quoting for industrial plastic 3D printing. The company processes 1,000–2,000 parts... daily, with 80% prototyping and 20% rapid manufacturing. DigiFabster's fast, customizable quoting tool improved customer experience and increased productivity. The service bureau also used DigiFabster Pay to speed up payments and offer more digital payment options. This led to stronger customer loyalty and business growth.
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HTS used Cincom Smalltalk to build a custom web-based ERP application. The company needed to streamline its enterprise resource planning... systems. Cincom Smalltalk helped HTS create a scalable solution for its growing business. The new ERP system improved efficiency for their commercial and industrial operations. HTS benefited from agile development and long-term platform reliability.
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ZOLLERN used encoway to improve how they configure gearboxes for sales. They introduced a guided-selling configurator for slewing and withdrawable... gearboxes. This tool helps sales teams find the right gearbox faster. ZOLLERN plans to expand to a full CPQ ecosystem for better pricing and offers. The goal is to boost process efficiency and customer experience.
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Configure One helped Hartzell Air Movement modernize their CPQ process. The company replaced an outdated system to improve quoting speed... and efficiency. After implementation, sales reps now handle 60% of quotes, up from 30%. This shift led to happier customers and higher revenue. Hartzell FLOW, powered by Configure One, lets sales reps create quotes anytime, boosting productivity and customer satisfaction.
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Configure One helped Hartzell Air Movement modernize their CPQ process. The company replaced an outdated system to improve quoting speed... and efficiency. After implementation, sales reps now handle 60% of quotes, up from 30%. This shift led to happier customers and higher revenue. Hartzell FLOW, powered by Configure One, lets sales reps create quotes anytime, boosting productivity and customer satisfaction.
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Configure One helped Hartzell Air Movement modernize their CPQ process. The company replaced an outdated system to improve quoting speed... and efficiency. After implementation, sales reps now handle 60% of quotes, up from 30%. This shift led to happier customers and higher revenue. Hartzell FLOW, powered by Configure One, lets sales reps create quotes anytime, boosting productivity and customer satisfaction.
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Pricefx helped a Fortune 500 manufacturer automate its pricing process. Manual pricing caused delays, errors, and lost revenue. Pricefx Analytics... and Price Setting solutions enabled price changes within 24 hours, reduced errors, and improved team efficiency. The company saw a 25% increase in efficiency and a 95% boost in confidence. Automated workflows also revealed missed minimum order quantities, unlocking new revenue opportunities.
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Tacton CPQ helped Piab scale its modular engineering. Piab faced challenges with complex product configurations and data consistency. Tacton CPQ... unified their configuration and commerce for internal and external users. Now, Piab powers over 40,000 self-service configurations each month. This improved customer self-service and digital sales for manufacturing.
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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. They 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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Thalia uses GK AIR Personalization to engage customers across online stores, the tolino eReader, and its app. The solution enables... real-time personalization in many use cases. Thalia delivers seamless omnichannel experiences for shoppers. Customer engagement and conversion rates go up. Automation reduces manual work for the team.
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Conga's cloud platform helped a global office supply distributor achieve a $74M revenue uplift after years of decline. The company replaced... manual quoting and outdated pricing tools with Conga Smart CPQ and Price Optimization and Management. Sales reps now generate quotes faster and manage up to 22,000 line items per quote. The platform improved profitability and time-to-quote on over $1B in contract sales. Dynamic pricing and streamlined processes let the distributor compete effectively during inflation.
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Conga's cloud platform helped a global office supply distributor achieve a $74M revenue uplift after years of decline. The company replaced... manual quoting and outdated pricing tools with Conga Smart CPQ and Price Optimization and Management. Sales reps now generate quotes faster and manage up to 22,000 line items per quote. The platform improved profitability and time-to-quote on over $1B in contract sales. Dynamic pricing and streamlined processes let the distributor compete effectively during inflation.
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Quicklizard helped a leading European online retailer automate pricing with AI. The retailer moved from manual spreadsheets to dynamic pricing... for 80% of its products. Quicklizard's platform used real-time user behavior, inventory, and competition data. The retailer expanded to two new countries and optimized pricing for each channel. The new system improved profit optimization and enabled faster market response.
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VividWorks Visual CPQ tool lets EM Home customers design furniture online using 3D visualization. Shoppers use an augmented reality app... to see furniture in their own rooms and plan layouts. This online experience helps customers arrive at stores more informed. EM Home reports higher customer satisfaction and increased sales from this approach. The tool bridges online inspiration with in-store buying.
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Drogaria Araujo used Revionics to improve its pricing strategy. The company wanted to stay competitive in the retail pharmacy market.... Revionics helped Drogaria Araujo use data science for price optimization. This approach aimed to deliver better ROI and keep customers happy. The case highlights the value of data-driven pricing in retail.
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Insitetrack helped a leading UK DIY retailer automate competitor price tracking and SKU matching. The retailer replaced manual spreadsheets with... a custom data scraper and AI-assisted product-matching. A Power BI dashboard enabled fast, self-serve reporting. Manual data prep time dropped by 33%. Reporting cycles became 70% faster. Online conversion rates improved by 11%. All pricing data is now securely managed in-house.
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3D Cloud helps Macy's boost furniture sales with 3D product visualization. Macy's uses 3D Room Planners and WebAR to let... shoppers see furniture in their homes. This solution led to up to a 200% increase in average order value and a 45-minute average engagement time. Customers feel more confident and return fewer items. Macy's delivers a seamless omnichannel shopping experience with 3D Cloud.
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Optimized IT used ScalePad's Lifecycle Manager to unify client data and streamline account management. Before, their team struggled with scattered... notes and disconnected tools, making it hard to forecast revenue and manage client relationships. Lifecycle Manager gave them a single platform for customer success, improving forecast accuracy and reducing onboarding friction. The team avoided hiring extra staff and now delivers more efficient reporting and budgeting. Client engagement is more scalable, and Optimized IT can plan ahead with confidence.
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ConnectWise helped Worldband, a Massachusetts-based MSP, overcome security and efficiency challenges. The company unified its operations with ConnectWise, integrating ScreenConnect... for secure remote access and ConnectWise PSA for cloud-based ticketing. Worldband automated cloud migrations, achieving zero downtime and reducing on-prem customers to less than 10%. Revenue grew by 120% and the team expanded to nearly 20 employees. Security improved with privileged access controls and upcoming SIEM adoption promises even stronger protection.
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servicePath CPQ+ helped telent, a UK ICT provider, replace error-prone spreadsheets and a failed CPQ system. The sales team now... creates fast, accurate quotes for complex deals, reducing errors and training time. Integration with Salesforce gives clear dashboards and pipeline metrics. Telent reduced reliance on pre-sales staff and improved customer satisfaction. The solution required no custom code, making updates easy and risk-free.
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Oracle Cloud SCM helped Zebra Technologies streamline its supply chain. Forecast accuracy improved by nearly 100%. The company automated 90%... of orders, saving 20,000 hours yearly. Integration with transportation tools saved $2 million on a single order. Employee work-life balance improved, and IT costs dropped. Zebra now delivers products on time and plans to expand its cloud use.
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Gainfront used RFx Assist with EfficiencyAI to speed up and improve their RFP process. They cut RFP creation and evaluation... time by more than half, reducing cycles from weeks to days. The quality of RFPs improved, with 100% of projects meeting best-practice standards and a 70% increase in high-quality supplier responses. Built-in compliance checks removed almost all manual regulatory reviews. Structured scoring gave clearer supplier rankings and better decision-making.
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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 anywhere. 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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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 setup 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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American Alarm used WeSuite's sales automation software to improve their sales process. The solution helped streamline workflows and manage customer... information more efficiently. As a result, American Alarm saw better organization and faster sales cycles. The company benefited from easier tracking of sales activities and improved team collaboration.
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Etihad Airways used PROS to improve group sales with dynamic pricing. The airline faced challenges managing group bookings and needed... a better revenue management solution. PROS provided an intuitive, user-friendly platform. Etihad saw a 500 percent improvement in response times. The solution helped the airline tackle modern group business challenges and boost efficiency.
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Etihad Airways used PROS to improve group sales with dynamic pricing. The airline faced challenges managing group bookings and needed... a better revenue management solution. PROS provided an intuitive, user-friendly platform. Etihad saw a 500 percent improvement in response times. The solution helped the airline tackle modern group business challenges and boost efficiency.
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Etihad Airways used PROS to improve group sales with dynamic pricing. The airline faced challenges managing group bookings and needed... a better revenue management solution. PROS provided an intuitive, user-friendly platform. Etihad saw a 500 percent improvement in response times. The solution helped the airline tackle modern group business challenges and boost efficiency.
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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 accurate. Tescan increased their sales with this new system.
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Zilliant helped Transgourmet, a foodservice delivery company, use its data to boost revenue. Transgourmet serves 41,000 customers daily in Germany.... The company had lots of data but could not turn it into useful actions. Zilliant’s solution let sales reps give better offers at the right time. This improved customer relationships and drove more sales.
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Zilliant helped Transgourmet, a foodservice delivery company, use its data to boost revenue. Transgourmet serves 41,000 customers daily in Germany.... The company had lots of data but could not turn it into useful actions. Zilliant’s solution let sales reps give better offers at the right time. This improved customer relationships and drove more sales.
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Zilliant helped Transgourmet, a foodservice delivery company, use its data to boost revenue. Transgourmet serves 41,000 customers daily in Germany.... The company had lots of data but could not turn it into useful actions. Zilliant’s solution let sales reps give better offers at the right time. This improved customer relationships and drove more sales.
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Buynomics helped a leading spirits company respond to looming U. S. tariffs on American whiskey. The company used Buynomics to...simulate price increases and predict shopper switching behavior. A 15% price hike led to a 3.9% revenue increase, despite a 9–10% drop in unit sales. The analysis showed low price elasticity and minimal impact on promotional sales. The team made faster, data-driven decisions to protect revenue and market share.
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CIMCON's eTraininfo helped a pharmaceutical company move from paper and spreadsheets to a single electronic training management system. The new system... made tracking training documents and employee requirements much easier. It also improved compliance with 21 CFR Part 11. Notifications kept staff updated on training needs and changes. The company saw better productivity and compliance.
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Model N helped pharma manufacturers achieve 100% state price transparency compliance. The solution focused on managing complex state price reporting... requirements. Model N's business services ensured all regulations were met. This improved compliance and reduced risk for the manufacturers. The case highlights the importance of specialized compliance management in the pharmaceutical industry.
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Model N helped pharma manufacturers achieve 100% state price transparency compliance. The solution focused on managing complex state price reporting... requirements. Model N's business services ensured all regulations were met. This improved compliance and reduced risk for the manufacturers. The case highlights the importance of specialized compliance management in the pharmaceutical industry.
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Model N helped pharma manufacturers achieve 100% state price transparency compliance. The solution focused on managing complex state price reporting... requirements. Model N's business services ensured all regulations were met. This improved compliance and reduced risk for the manufacturers. The case highlights the importance of specialized compliance management in the pharmaceutical industry.
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Airsys used Experlogix Digital Commerce to launch a new B2B eCommerce platform. The solution integrated with Microsoft Dynamics 365 Business... Central for real-time pricing and stock updates. Customers gained advanced search, custom landing pages, and easy cart management. The platform supports multilingual expansion and improves order accuracy. Airsys now offers partners more flexibility and control, boosting satisfaction and efficiency.
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Citynet used Netformx DesignXpert to automate solution design and proposal creation. Before, they relied on manual spreadsheets, which caused errors... and delays. With DesignXpert, Citynet now creates accurate quotes quickly and saves 6-10 hours per week on troubleshooting. The tool integrates with Cisco Commerce Workspace and streamlines billing and provisioning. Citynet improved collaboration, onboarding, and can justify more licenses as they grow.
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CloudSense CPQ and Salesforce CRM helped a major Southeast Asian telecom provider automate sales operations. The company used AI agents... from Totogi to cut order creation time by over 80%. Before, sales reps needed 50+ clicks and 5 minutes to create an order. Now, they use a single prompt and finish in under 50 seconds. The solution reduced errors, boosted productivity, and made order processing scalable for any sales rep.
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GleanQuote helped Western Lighting and Energy Controls close deals 30% faster. The team needed a quoting tool that made product... info easy to see and use. GleanQuote let them add images, links, and pricing for each quote. The cloud-based platform worked well for their mobile team. After setup, they saved hours per customer and sped up sales by 2 to 3 days. The flexible system and strong support made onboarding simple.
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Competera’s demand-based engine helped a leading Eastern European consumer electronics retailer boost gross profit by 4. 5% in just 8...weeks. The retailer used deep learning algorithms for price recommendations, applying 42,000 price changes during the proof of concept. The solution delivered a 4.4% increase in total revenue for the test category. The retailer managed over $3 billion in yearly revenue and needed to optimize pricing for a wide assortment. Competera’s platform addressed challenges like frequent repricing and cross-impact dependencies, driving measurable business growth.
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Competera’s demand-based engine helped a leading Eastern European consumer electronics retailer boost gross profit by 4. 5% in just 8...weeks. The retailer used deep learning algorithms for price recommendations, applying 42,000 price changes during the proof of concept. The solution delivered a 4.4% increase in total revenue for the test category. The retailer managed over $3 billion in yearly revenue and needed to optimize pricing for a wide assortment. Competera’s platform addressed challenges like frequent repricing and cross-impact dependencies, driving measurable business growth.
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