The Client: Canadian Retail ChainĀ
At Etiquette Technologies, we believe innovation begins with clarity. This case study highlights how our Salesforce CPQ implementation helped a national Canadian retail chain streamline their quoting and pricing process, delivering faster results, higher accuracy, and better deal closure rates.
Operating across Canada, the client sells diverse consumer goods through hundreds of outlets. With a rapidly expanding product catalog and pricing rules, they needed a quoting solution that matched their scale and complexity.
Operating across Canada, the client sells diverse consumer goods through hundreds of outlets. With a rapidly expanding product catalog and pricing rules, they needed a quoting solution that matched their scale and complexity.
Manual Quoting Process
Time-consuming, spreadsheet-based workflows
Challenges They Faced
Complex Product Bundles
Thousands of configurable SKUs
Inconsistent Discounts
Ad hoc approvals slowed down the sales cycle
Implementation Highlights
Our Salesforce CPQ Solution
100
%
Quote Accuracy
Automated product and pricing rules
01
Built guided selling paths to simplify product selection
02
Created branded quote templates
03
Enabled automated multi-level approvals
03
Integrated Slack notifications and ERP sync
03
More About Our Company