The customer is a manufacturing provider of parts and solutions for water, gas, fire, electrical, and HVAC systems. They serve multiple sectors and rely on accurate quotes and fast responses. They had struggled with manual lead and opportunity tracking, slow quote creation, no automation for field updates, and disconnected tools for invoicing, signatures, and meetings. 

In this case study, you’ll learn how we: 

• Implemented Salesforce Sales Cloud to automate lead-to-quote 

• Used Flows to auto-update fields and keep data current 

• Customized quote PDFs and aligned the Contract object to the business process 

• Structured product and variant management on Opportunities