Reinventing Quote Generation With Salesforce Sales Cloud & CPQ Implementation

Overview

nVent specializes in offering advanced solutions for data center infrastructure, offering enhanced efficiency, reliability, and security. Their comprehensive range of products includes PDUs, sensors, environmental monitoring, and software.

nVent enables businesses to optimize operations, reduce costs, and ensure a resilient and secure data center environment through the seamless integration of these innovative technologies.

Challenges

• Unorganized sales process: The lack of unique layouts for each product type hampers product selection and customization efficiency for the sales team, requiring streamlining efforts.
• Inefficiency in handling quotes: Efficiently managing and customizing quotes for standard and custom products while ensuring accurate regional and currency-based pricing posed a significant problem.
• Automation in approval process: They wanted a 2 tier approval process with Pre-defined discount limits and automated interval Approval while storing each quote line item, storing quotes with opportunities.