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Global Valve Manufacturer Transforms Quoting Process with Cloud CPQ
Client Overview
A leading industrial valve manufacturer with operations across the USA, Europe, Asia, and the Middle East was facing operational inefficiencies due to the use of disparate systems. The engineering team used a standalone application for valve sizing and selection, while commercial teams relied on ERP for quoting and Excel spreadsheets for pricing.
Challenges
- Decentralized systems led to fragmented data and duplicated effort.
- Lack of collaboration across global teams due to locally stored quotes.
- Manual pricing process via Excel increased the risk of errors.
- Approval workflows (technical and commercial) lacked traceability and standardization.
- Difficulty in tracking revisions and comparing different quote versions.
- Limited control over user roles and access across regions.
Solution
We implemented a Cloud-based CPQ (Configure, Price, Quote) solution tailored for the valve industry. The platform consolidated sizing, selection, pricing, and quotation processes into a single unified system, accessible across all global locations.
Key Features Implemented
• Integrated valve sizing and selection tools into the CPQ system.
• Centralized pricing logic replacing Excel-based models.
• Seamless quotation creation and sharing among global engineering teams.
• Built-in revision management and comparison tools.
• Streamlined technical and commercial approval workflows.
• One-click quote submission to ERP system.
• Role-based access control and user authentication to ensure data security and governance.
Impact
• Improved Collaboration: Engineers across different regions can now access, edit, and review quotes in real-time.
• Faster Turnaround: Quotation generation and approvals are significantly faster with automation and centralization.
• Enhanced Accuracy: Standardized pricing logic reduced manual errors.
• Better Control: Centralized user management improved governance and auditability.
• Historical Insights: Access to historical quotes enabled better pricing decisions and reduced duplication of effort.
Conclusion
The Cloud CPQ solution transformed the customer’s quote-to-order process, improving speed, accuracy, and team collaboration across geographies. It positioned the manufacturer for scalable growth with a modern, integrated quoting platform.