Fragmented quoting unified — DealHub, AWS, compliance

The challenge

Diverse AI solutions requiring intricate quoting. Fragmented data with sync and integrity challenges. Multiple separate quotes creating long sales process.

System complexity

This $500M+ AI product company had a fragmented quoting process that required multiple separate quotes for a single deal — creating enormous internal effort and long sales cycles. Data sync across systems was unreliable, with integrity challenges between Salesforce, DealHub, AWS, and Visual Compliance.

The integration architecture connected Sales Cloud and CPQ as the central quoting engine, DealHub for automated approval workflows, AWS for data exchange and storage, and Visual Compliance for automated export compliance checks — all operating as a unified system.

What we built

• Centralized Sales Cloud & CPQ for automated quoting and pricing
• Integrated DealHub for automated approvals
• AWS integration for data exchange and storage
• Visual Compliance integration for automated compliance checks

The outcome

• Unified quoting platform with seamless data exchange
• Improved sales productivity

Technologies: Sales Cloud, CPQ, DealHub, AWS, Visual Compliance