Manufacturing
CPQ migrated mid-quarter without pausing a single deal
Quoting moved into Salesforce without a single frozen selling day. Configured quotes that took half a day now take minutes, and approvals are tracked rather than emailed.
200Historical quotes replayed
0 daysSelling frozen
4 hrs → 12 minConfigured quote time
What was not working
Configured product quotes were built in a spreadsheet that only two people understood. Discounting was inconsistent, approvals happened over email, and a CPQ migration risked freezing selling for a quarter.
What we did
- Modelled the product catalogue and bundle rules from the last two years of real quotes.
- Replayed 200 historical quotes through the new price rules and diffed the output line by line.
- Ran both systems in parallel for one full quoting cycle.
- Cut the catalogue over one product family at a time, bundles last.
Where it landed
Quoting moved into Salesforce without a single frozen selling day. Configured quotes that took half a day now take minutes, and approvals are tracked rather than emailed.
“Nobody on the sales team had to re-key a live deal. That was the whole ask, and it happened.”