Transforming Sales Efficiency: A Custom CPQ Implementation Success Story

Astreca continues to help businesses improve the way they deliver services. One client recently worked with Astreca to enhance their product search and sales cycle. They previously didn’t have a customized product search functionality, and they knew this limitation was holding them back.

Users struggled with poor search functionality, and products weren’t being properly linked to opportunities. These issues caused significant time waste and reduced productivity.

Key challenges for this organization included the following:

• A broken sales cycle disrupted by many different products and inconsistent opportunity progression
• Inefficiencies across the entire sales process
• A complex sales cycle involving multiple products
• No relationship between products, hindering integration
• Difficulty displaying product bundles on quotes
• Suboptimal and unreliable product search functionality
• Product searching and adding products to opportunities was time-consuming
• Continual productivity decline

The team needed a better solution to optimize their sales cycle. They knew they needed a custom product search feature, but they lacked the tools to build it.

Astreca provided the right solution to help the company enhance their process and reach their goals. Here’s how the team assessed the situation and delivered the right strategy for long-term success.

Astreca Solutions for Sales Cycle Optimization

Astreca approached the problem with strong technical expertise and strategic guidance. The team maintained product types, created Visualforce pages for documentation, built a customized product search experience, and improved opportunity staging—ultimately helping the client increase efficiency and productivity.

Astreca’s comprehensive solution included these key components:

• Custom product search:
  • Upgrading the tech stack: A complete upgrade leveraging Lightning Web Components (LWCs), GraphQL, and UI API—tools that were missing from the business’s earlier setup.
  • Making the search interface more functional: A customized search interface with SLDS styling that visually aligns with Salesforce.
  • Optimizing and speeding up search: Faster, more efficient product search so users can quickly find and add products to opportunities.
  • Ensuring accurate validation: Improved validation processes to guarantee product accuracy and compliance with specifications.
• Quote generation:

• Implementing better PDF generation: Because LWC has limited PDF support, Visualforce was used to generate documents. This approach proved to be more reliable for PDF-based workflows.
• Visualforce also allowed for advanced customization using controllers tailored to the client’s requirements.
• Staging opportunities:

• Improving opportunity staging: Salesforce Flows were implemented for a smoother and more automated staging experience.
• Cross-checking for speed and simplicity: Requirements could be verified efficiently, making the entire process more accurate and easier to manage.

Streamlining, accelerating, and simplifying processes was essential for helping this client achieve their goals. Astreca provides expert services in all these areas so every phase of the workflow is addressed effectively.

This specific set of technical solutions was carefully customized to meet the client’s objectives. The Astreca team took time to understand their pain points, ensuring the solution was comprehensive and scalable for the future.

Improvements Gained with Astreca

After implementation, the business experienced significant improvements. These were the key benefits:

• Sales cycle optimization: Automation and streamlined workflows made the sales cycle more efficient. Opportunities progressed seamlessly through each stage, improving process consistency and speed.
• More seamless integration: Quotes and opportunities now worked together smoothly, ensuring accurate product results. Automation replaced many manual tasks, reducing errors and delays.
• Higher user adoption: With simpler, faster processes, user adoption increased significantly. Teams could generate emails and PDF documents directly through Salesforce, improving productivity.

Improvements like these are exactly why the Astreca team does what it does. Through managed services and consulting, the team identifies bottlenecks, resolves process pain points, and provides systems built for continuous improvement.

Through Salesforce or HubSpot implementation services, Salesforce managed services, data cleansing, account merges, and more, Astreca supports businesses of all sizes with the right solutions and tools. The team ensures that management systems are easy to use and optimized for performance.

Get in touch with Astreca today to connect with a Salesforce partner and explore how a better system can transform your business.