- Enterprise Applications
Optimizing Product and Bundle Configuration for HVAC Operations
The Challenge
Managing an extensive range of HVAC products and complex bundles across nine independent subsidiaries created significant operational bottlenecks. The company offered a highly diverse array of product combinations, which proved nearly impossible to configure or quote accurately within a standard CRM environment.
This complexity became a major pain point for the sales team, as the lack of a specialized system led to quoting inaccuracies and an inability to represent complex product relationships effectively to their customers.
The Prudent Solutions
To resolve these configuration hurdles, Prudent implemented a specialized Salesforce Configure, Price, Quote (CPQ) solution tailored to the unique demands of the HVAC industry. We focused on building a robust framework that could handle the client’s intricate product hierarchies and dependencies.
A central feature of the implementation was the development of a highly customizable quote template. This allowed sales representatives to effortlessly add a wide variety of bundle products to quotes. By leveraging Prudent’s expertise in Salesforce customization, we enabled the sales team to configure complex product bundles that were previously unmanageable.
The solution was designed to accommodate the diverse range of regional offerings while simplifying the generation of comprehensive, accurate quotes. This transition from manual, error-prone processes to an automated CPQ environment ensured that every quote reflected the latest product availability and pricing logic.
Business Outcomes
- Significantly improved the organization’s ability to handle complex product and bundle configurations.
- Effortless quote generation enabled for sales representatives through a flexible, automated template.
- Enhanced quoting accuracy while drastically reducing time spent on manual configuration tasks.
- Streamlined sales cycles by removing technical barriers to product selection and pricing.
Specialized Skillsets Sourced
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