Quote to cash process

Guided Selling with Salesforce CPQ

Quote To Cash Process Transforms Sales and Engineering to Deliver an Awesome Buying Experience

Tuff Shed had three major objectives for the organization's cash to quote process:

Quote To Cash Process With Guided Selling Salesforce CPQ

Provide 3D Experience to All Sales Channels

An interactive experience available in Tuff Shed store, at a Home Depot, or from the couch

Quote to Cash Process

Automating Operations From Sales to Payment

Generating quotes, sales records, and the documents necessary to build accurately

Guided Quote to Cash for Salesforce CPQ Works Across Teams And Buyers

Working Across Teams and With Partners & Buyers

Improving internal operations and communicating with customers in a way that they choose

The KBMax + Salesforce CPQ Quote to Cash Process Solution

KBMax designed an enlightened and intelligent sales & manufacturing process. Here's how Tuff Shed has transformed their entire business to deliver an awesome buying experience for their customers.

Step 1:
Product Configuration

Customer configures a shed based on their requirements on website, in Home Depot or with a Tuff Shed inside sales representative.

Step 2:
Quote Generation

The Tuff Shed quote comes in as a lead into Salesforce for reps to work with or convert to an order.

KBMax Quoting Software For Manufacturing - Powerful CPQ
Step 3:
Quote Change Management

Customer configures a shed based on their requirements on website, in Home Depot or with a Tuff Shed inside sales representative.

What Is CPQ Quote Change Management
Step 4:
Order Negotiation

Sales reps can control and discount a sale on an as-needed or ad hoc basis – according to limits and rules controlled by approvals.

What Is CPQ Order Negotiation
Step 5:
Order Conversion

Once ready, the Tuff Shed sales person converts the quote to an order in Salesforce CPQ.

What Is CPQ Order Conversion
Step 6:
ERP Integration

The order record is automatically entered into the ERP where inventory, sales, taxes, and more can be tracked.

KBMax Quoting Software For Manufacturing - Powerful CPQ
Step 7:
CAD & Production

Renderings and CAD drawings are automatically generated from the order and sent to engineering for production.

What Is CPQ CAD And Production

Want to dive deeper into our quote to cash process?

“Sales was crushing Manufacturing.”

Steve Stessman
Vice President of Retail Sales at Tuff Shed

Engineering and Manufacturing Gained Clarity and Speed

KBMax eliminated the old, manual cut-sheet process. Now, all cut-sheets are automatically created from the configuration based on business rules. There is no longer a need to weigh down engineering and manufacturing teams to see if a configuration is doable.

Get started improving your cash to quote process.