Salesforce CPQ implementation and Enhancement for Elevator company
Overview
A prominent elevator manufacturer in India approached Perigeon to streamline their sales operations. With a growing customer base across residential, commercial, and industrial sectors, the client needed a scalable system to manage their complex product configurations, pricing models, and tax calculations — all while enhancing quote accuracy and reducing turnaround time.
Project Objective
To implement and enhance a customized Salesforce CPQ (Configure, Price, Quote) solution that enables:
Smart and dynamic product configuration logic
Accurate pricing calculations with custom rules
Full compliance with India’s GST taxation structure
Professional and branded quote document generation
Efficient and error-free quote line management
Key Challenges
Complex Product Catalog
The client’s product line required a highly configurable engine to support multiple elevator types, components, and installation conditions.
Advanced Pricing Logic
Pricing varied across product specifications, service types, regions, and optional add-ons — making manual quote generation error-prone.
GST Compliance
-time GST breakdown (SGST, CGST, IGST) was essential for accurate quoting in accordance with Indian tax laws.
Manual Quoting Process
The sales team relied on offline tools and spreadsheets, leading to delays and inconsistencies.
Quote Line Complexity
Needed a system to support grouped products, conditional rules, and tiered discount structures.
Our Solution
Perigeon delivered a tailored Salesforce CPQ solution by integrating advanced logic, automation, and seamless user experience to match the client’s unique business model.
01
Configuration
Built QCP logic to manage complex elevator setups with nested options and rule-based selections.
02
Pricing
Created dynamic pricing rules with region, complexity, and upgrade logic using lookup tables.
03
Taxation
During a workout, users can’t be distracted by app controls. We incorporated voice prompts, audio cues, and vibration feedback for a fully hands-free experience.
04
Quotes
Enabled flexible quote lines with bundles, add-ons, discounts, and automated rollups.
05
Templates
Designed branded PDF templates with detailed product, pricing, and tax information.
06
Optimization
Users wanted to work out anytime, anywhere. We ensured full offline access so that workouts could be launched without an internet connection.
Additional Enhancements
Control
Enabled admin panels for quick updates and gave training for easy in-house handling.
Testing
Executed thorough tests and UAT to validate logic and match business needs.
Support
Offered live monitoring and helped sales reps smoothly adopt the CPQ system.
Key Features Delivered
Rule-based Product Configuration using QCP
GST-Compliant Price Calculations
Dynamic PDF Quote Templates
Advanced Pricing & Discount Logic
Multi-layered Quote Line Management
Fully Automated Quoting Workflow
Technologies Used
Salesforce CPQ
Apex (Triggers & Classes)
QCP (Quote Calculator Plugin)
Lightning Components
PDF Rendering APIs
Impact and Results
Metrics Table
Metric
Before
After Implementation
Quote Accuracy
65%
99%+
Time to Generate Quotes
1–2 Days
< 30 Minutes
Configuration Errors
Frequent
Near Zero
Sales Efficiency
Manual
Fully Automated Workflow
GST Compliance
Manual
Fully Integrated
Conclusion
Perigeon’s Salesforce CPQ implementation empowered the client with a fully automated, intelligent quoting platform tailored to the elevator industry. From complex configurations to tax-compliant, beautifully rendered quotes — the new system streamlined sales operations, boosted team productivity, and ensured long-term scalability.
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