Quote to cash process
Guided Selling with Salesforce CPQ
Quote To Cash Process Transforms Sales and Engineering to Deliver an Awesome Buying Experience
Guided Selling with 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
Automating Operations From Sales to Payment
Generating quotes, sales records, and the documents necessary to build accurately
Working Across Teams and With Partners & Buyers
Improving internal operations and communicating with customers in a way that they choose
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.
Customer configures a shed based on their requirements on website, in Home Depot or with a Tuff Shed inside sales representative.
The Tuff Shed quote comes in as a lead into Salesforce for reps to work with or convert to an order.
Customer configures a shed based on their requirements on website, in Home Depot or with a Tuff Shed inside sales representative.
Sales reps can control and discount a sale on an as-needed or ad hoc basis – according to limits and rules controlled by approvals.
Once ready, the Tuff Shed sales person converts the quote to an order in Salesforce CPQ.
The order record is automatically entered into the ERP where inventory, sales, taxes, and more can be tracked.
Renderings and CAD drawings are automatically generated from the order and sent to engineering for production.
“From a production standpoint, KBMax allows us to be completely aligned as a company and confident in our product output. It has truly been a game changer for us.”
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.
Featured Resource
Product variation compounded by the complexity of multiple pricing models can create confusion and inefficiency among your organization’s engineering, manufacturing, and sales teams. In this four-part guide, we’ll uncover how to address challenges like these in your sales to manufacturing processes by using CPQ software.
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