Wilcosource

Support Revenue Growth
with Salesforce CPQ

When Salesforce CPQ is combined with the integration of CRM and ERP systems, manual processes can be fully automated within the quote to cash cycle.

In our experience, integrating Salesforce CRM and ERP systems for manufacturing companies can speed up quote time by as much as 40x. That’s correct, at times it can take weeks to accurately produce complex quotes through manual processes.

Now think of quoting in terms of minutes.

Why implement CPQ with Salesforce
CRM to ERP integration?

BOOST REVENUE WITH
OPERATIONAL INSIGHTS

Performance Dashboards with
Predictive Analytics

– Process Performance

– Quote volume and performance

– Contract volume and performance

– Sales rep behavior

SHORTEN QUOTE CYCLE TO
MINUTES

AUTOMATE

Approval process

Pricing and discounting

Why Wilco Source?

Wilcosource offers 100+ Lead to Cash experts focused on deeply understanding your business to identify areas of improvement around your sales and service teams. Our experts will streamline your business processes and leverage the Salesforce platform to automate your workflow.

ASK A QUESTION

Our Process

Process Optimization

  • Define pain points + Success metrics
  • Process redesign
  • Validate Solution

Integrate

Salesforce ← → SAP (or other ERP)
Master data (accounts, products, pricing, etc)

Validate

  • Solution Demo
  • Client Q&A/ Validation
  • User acceptance testing

Implement

  • Development
  • Testing
  • Go-Live

Ongoing Support

  • Knowledge transfer
  • User training