AI consulting company ($200M+) with diverse products and intricate pricing models.
Diverse AI products with intricate pricing. Lengthy manual quoting. Cumbersome discount approval process.
This $200M+ AI consulting company had diverse AI products with intricate pricing models that made manual quoting slow and error-prone. The discount approval process required multiple management reviews, creating delays that cost deals. Volume pricing logic was handled entirely outside Salesforce.
The solution introduced custom pre-approved volume pricing tiers, automated approval workflows that bypassed management review for standard discounts, and streamlined product configurations that reduced the number of clicks required to generate an accurate quote.
Technologies: Salesforce CPQ