Quote-to-cash, without the re-keying
Quotes built in Salesforce against your real pricing, sent for e-signature, then passed to your ERP as an order. One record from first enquiry to order, typed in once.
- Salesforce partner
- Silver
- Specialist certification held
- CPQ
Where the quote gets stuck
We see the same three problems in manufacturing projects, whatever the product.
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Quotes built in spreadsheets
Pricing sits in Excel, the customer gets a separate PDF, and the CRM never sees the numbers.
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Orders typed in twice
Once a quote is won, someone re-keys it into the ordering system or ERP, and errors creep in.
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No view of the pipeline
Each team or business unit keeps its own list, so management can't see what is likely to close.
How it works
One record carries the deal from first enquiry to the order in your ERP.
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Lead to opportunity
Enquiries captured and qualified in Sales Cloud, with the full contact history.
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Quote
Built against your products and pricing, using the rules your team quotes by.
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Signed document
A branded quote sent for e-signature, with opens tracked.
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Order to ERP
Won quotes passed to your ordering system or ERP, with no re-keying.
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Reporting
Pipeline, conversion and order dashboards for sales and management.
A faster quoting process, built into Salesforce
360 Resourcing tracked sales in Excel and entered data twice. We moved its legacy data into Salesforce, joined marketing and sales, and built a custom quoting tool so quotes are quicker to produce.
Read the case studyGovernance built in
- Validation rules protect data quality from quote to order
- Access set by role, so each team sees what it needs
- Data governance set up to support GDPR compliance
Questions
Not always. Some quoting is best handled by a bespoke solution on Sales Cloud; some needs CPQ. We recommend one after mapping how you quote today.
We have connected Salesforce to in-house ordering systems. For your ERP, we confirm the options during requirements mapping, before we quote the build.
Yes. Each unit can keep its own process and record types in one Salesforce org, with shared reporting across the group.
With scoping. We agree the solution, timeline, team and cost in a statement of work, then map requirements in a workshop with your stakeholders.
Not just as instructed
Book a free consultation
Tell us the outcome you need, and talk it through with one of our certified Salesforce consultants.