CPQ Customer Deals | Implementation & Best Practices

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 became more scalable with the platform. The solution supported better marketing results for the event.
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Clarity Go helped Sign Logic manage job tracking and business growth. Before Clarity, job tracking was slow and confusing. Clarity... Go made quoting and job management easy and clear. The software reduced errors and saved time. Sign Logic doubled its turnover in one year after using Clarity Go.
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Model N helped ams AG improve their revenue processes. The case study highlights how ams AG used Model N solutions.... The focus is on digital transformation and maximizing revenue. The content does not provide specific numbers or detailed results. There are no explicit metrics or customer quotes in the available content.
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Model N helped ams AG improve their revenue processes. The case study highlights how ams AG used Model N solutions.... The focus is on digital transformation and maximizing revenue. The content does not provide specific numbers or detailed results. There are no explicit metrics or customer quotes in the available content.
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Model N helped ams AG improve their revenue processes. The case study highlights how ams AG used Model N solutions.... The focus is on digital transformation and maximizing revenue. The content does not provide specific numbers or detailed results. There are no explicit metrics or customer quotes in the available content.
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Conga CLM and Conga CPQ help Charles River Laboratories speed up contract negotiation and management. The company now has a... single, centralized system for agreements. Sales and legal teams save time and work more efficiently. Business intelligence and contract clause management improved. Charles River Laboratories supports clients in developing new therapies faster.
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Conga CLM and Conga CPQ help Charles River Laboratories speed up contract negotiation and management. The company now has a... single, centralized system for agreements. Sales and legal teams save time and work more efficiently. Business intelligence and contract clause management improved. Charles River Laboratories supports clients in developing new therapies faster.
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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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Experlogix Digital Commerce Platform helped Signage WOW upgrade their e-commerce site. The new platform integrated with Sage and product configurators.... This made ordering easier and reduced admin work. The site is now faster and more user-friendly. Sales increased and staff can focus on core work. Customers get a better buying experience.
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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 makes customers more confident and reduces returns. Macy's saw up to a 200% increase in average order value and 45 minute average engagement time. The solution supports both online and in-store shopping for large catalogs.
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EZLynx helped Barr Insurance automate lead nurturing and follow-up. The agency used to manage leads manually across many systems, causing... delays and missed opportunities. With EZLynx's all-in-one platform, Barr Insurance now saves time by automating emails and texts. This lets their team focus on building relationships and closing sales. Automation reduced manual work and improved sales efficiency.
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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-services 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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Epicor helped ETT Fine Woods improve their building supply operations. The company used Epicor solutions to streamline processes. This led... to better efficiency and smoother workflows. ETT Fine Woods saw positive changes in their daily business. Epicor provided tools that fit the needs of the building supply industry.
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eJeeva's mobile app helped a major pool and spa distributor boost sales and order volume. The app connects to the... Epicor P21 ERP system for real-time product data and order processing. Dealers and sales reps can browse, search, and order products from any device. The seamless integration improved order efficiency and increased repeat orders. Customer loyalty grew thanks to a user-friendly interface and fast checkout.
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Zuora Billing and Revenue helped Hireology automate finance and support rapid growth. Hireology replaced manual processes and legacy systems in... just seven weeks. The company now closes month-end smoothly and meets ASC 606 compliance. Automation reduced manual work and improved audit readiness. Hireology can now scale billing for 6,000 customers and support new product bundles.
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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 legacy 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 daily. 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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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 over 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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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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Costimator helped Surry Logistix improve cost estimating for contract machining and laser cutting. Before, only one estimator used Excel, risking... errors and lost profits. With Costimator, multiple employees now create accurate estimates. The company feels more confident in their quotes and pricing. This change reduced mistakes and improved profit margins.
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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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Cognition360 helped Advanticom improve service delivery and operational efficiency. Advanticom struggled with slow, limited reporting from ConnectWise. They chose Cognition360... for its easy cloud reporting 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 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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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 provided 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 status 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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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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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 custom 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 price optimization software helped Leroy Merlin Brazil unify its omnichannel pricing. The home improvement retailer used the solution to... improve its competitive position. The software supports better pricing strategies. This helped Leroy Merlin Brazil meet customer expectations. The company strengthened its market position with Revionics.
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Competera’s price optimization platform helps the Category Manager and their team in retail get fresh data for short-term and long-term planning. Before, collecting and... analyzing pricing data took too long, making reports outdated and planning hard. With Competera, the team gets instant access to key pricing, sales, and promotion data in easy-to-read graphs. This lets them plan faster, spot problems, and adjust their strategy. The platform supports better profit margin management and more accurate business decisions.
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Competera’s price optimization platform helps the Category Manager and their team in retail get fresh data for short-term and long-term planning. Before, collecting and... analyzing pricing data took too long, making reports outdated and planning hard. With Competera, the team gets instant access to key pricing, sales, and promotion data in easy-to-read graphs. This lets them plan faster, spot problems, and adjust their strategy. The platform supports better profit margin management and more accurate business decisions.
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BQool Advertising Management Services helped Craig Menard grow his Amazon business. Craig used BQool's AI-powered system to automate ad campaigns... and manage budgets. He launched his brand, Bio 41 Odor Eliminator, with BQool's support. Sales tripled and Advertising Cost of Sale was cut in half. Craig spent less time on manual work and more time growing his business.
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PROS Dynamic Ancillary Pricing helped airBaltic boost seat assignment revenue by 6%. The airline used AI-powered real-time dynamic pricing to... tailor seat prices to customer demand. Automation reduced manual work and improved efficiency. airBaltic gained a first-mover advantage with this AI innovation. The solution delivered results in just six months.
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PROS Dynamic Ancillary Pricing helped airBaltic boost seat assignment revenue by 6%. The airline used AI-powered real-time dynamic pricing to... tailor seat prices to customer demand. Automation reduced manual work and improved efficiency. airBaltic gained a first-mover advantage with this AI innovation. The solution delivered results in just six months.
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PROS Dynamic Ancillary Pricing helped airBaltic boost seat assignment revenue by 6%. The airline used AI-powered real-time dynamic pricing to... tailor seat prices to customer demand. Automation reduced manual work and improved efficiency. airBaltic gained a first-mover advantage with this AI innovation. The solution delivered results in just six months.
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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 recommend 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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TENADO PROTECT helped Europa-Park manage complex fire safety and evacuation planning. The park needed to keep escape and rescue plans... up to date for over 6 million guests each year. With TENADO PROTECT, Europa-Park created DIN ISO 23601- and DIN EN ISO 7010-compliant plans. The software made it easy to update routes and symbols, even for staff without CAD experience. Teams now handle complex building layouts and frequent updates more efficiently. The solution improved safety and streamlined fire protection workflows.
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TENADO PROTECT helped Europa-Park manage complex fire safety and evacuation planning. The park needed to keep escape and rescue plans... up to date for over 6 million guests each year. With TENADO PROTECT, Europa-Park created DIN ISO 23601- and DIN EN ISO 7010-compliant plans. The software made it easy to update routes and symbols, even for staff without CAD experience. Teams now handle complex building layouts and frequent updates more efficiently. The solution improved safety and streamlined fire protection workflows.
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TENADO PROTECT helped Europa-Park manage complex fire safety and evacuation planning. The park needed to keep escape and rescue plans... up to date for over 6 million guests each year. With TENADO PROTECT, Europa-Park created DIN ISO 23601- and DIN EN ISO 7010-compliant plans. The software made it easy to update routes and symbols, even for staff without CAD experience. Teams now handle complex building layouts and frequent updates more efficiently. The solution improved safety and streamlined fire protection workflows.
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Infor CloudSuite Public Sector helped Saint Paul, Minnesota, modernize its ERP and HR systems. The city replaced legacy infrastructure with... a secure, scalable cloud platform. This unified finance, HR, and supply management, and improved workforce agility with mobile access and automation. The new system supports smarter decisions and efficient public services. Saint Paul now has a strong foundation for AI and advanced analytics.
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IBM Spectrum Protect Plus helps APIS IT back up over 1,000 virtual machines and containerized projects. The agency needed fast,... resilient data protection for its dynamic government IT services. IBM Spectrum Protect Plus integrated with Red Hat OpenShift to deliver snapshot backups in minutes. The solution streamlines backup, recovery, and security for critical government applications. APIS IT now protects data without disrupting production workloads, supporting digital transformation for Croatia's public sector.
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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 solution 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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Cincom Smalltalk helped JP Morgan build Kapital, a financial risk management platform. The bank needed to launch complex financial products... faster and handle high-volume hybrid derivatives trades. Using Cincom Smalltalk, JP Morgan reduced time-to-market by months, scaled with no performance loss, and operated with a lean team. The platform worked across Solaris, Windows NT, and Linux, and enabled a major infrastructure migration in six months. JP Morgan found Cincom Smalltalk three times more productive than other programming languages.
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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 opportunities. DHL saved 7% on transportation costs. Blue Yonder's platform improved efficiency for the world's largest express logistics provider.
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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 planters 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 errors 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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Apparound CPQ helped Metamer, a utilities company, cut print costs by 95% and reduce response times by 50%. The digital contract... solution made their service paperless. Integration with Salesforce improved efficiency by 20%. Metamer now delivers custom offers faster and supports digital sales transformation. The company faced pandemic challenges and needed a new digital sales approach.
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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 enabled 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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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 with 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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DealHub CPQ helped Rove, a tech-driven hospitality company, go live in under four weeks with no technical team. Rove used DealRoom... and CLM to create branded, dynamic proposals and automate contract workflows. The solution integrated with HubSpot, syncing contract data instantly and reducing manual errors. Guided playbooks and approval flows cut risk and improved deal quality. Rove scaled sales operations quickly, delivering a luxury experience from proposal to signature.
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XaitProposal helped Bouygues Energies & Services transform their rail maintenance tender process. The team moved from static templates to a... collaborative, automated proposal solution. They now use a master content database and a multiple-choice questionnaire to quickly generate tailored bids. The platform improved efficiency, reduced processing time, and enabled deep personalization for each project. Teams report more professional, consistent, and visually appealing proposals, with better collaboration through a shared knowledge base.
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Syncron Price helps Al-Futtaim improve customer retention and business results. Al-Futtaim uses Syncron Price for better pricing across many brands... and locations. The system finds hidden pricing opportunities. In the first year, Al-Futtaim hit its annual target by October and exceeded it by 26%. This led to strong sales and higher profits.
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