Latest Projects

Featured Success Story: CPQ Rescue for a Global Solar Array Leader

We were engaged to turn around a stalled CPQ implementation for a global leader in the solar array industry—nine months into a complex and delayed rollout. Despite the intricate business requirements, our team successfully brought the project live within just a few months.

Key Challenges Solved:

• Delivered a complete Quote-to-Cash process covering direct sales, channel sales, renewals, and amendments

• Streamlined complex quoting scenarios involving millions of parts sourced from multiple global vendors

• Enabled dynamic pricing and cost calculations that adapt as contracts progress toward close

• Supported long-lead quotes originally created years prior, requiring real-time adjustments for procurement, delivery sequencing, and vendor coordination

Thanks to our deep CPQ expertise, the client is now fully operational and maximizing the value of their Salesforce investment.

Global Power Systems Manufacturer – Full Salesforce CPQ Reimplementation

We were brought in to lead a complete Salesforce CPQ and Advanced Approvals implementation after a previous partner’s failed attempt. Starting from scratch, we stabilized the Salesforce org and delivered an end-to-end solution that now supports over $1B in quotes quarterly.

Key Highlights:

• Designed and implemented a scalable CPQ process supporting both one-time product sales and complex multi-year subscription models

• Enabled quoting for projects involving up to 50 installation locations, often spanning several years

• Built flexibility for quoting against precise PO values set at project initiation, with strict adherence to delivery timelines and rollout phases

• Integrated complex margin, discount, and commission calculations

• Delivered a seamless Advanced Approvals process across multiple departments—without bottlenecks

With the client’s rapid expansion driven by AI and data center growth, our solution now powers their global quoting engine with confidence and precision.