All selected work
Enterprise climate-tech SaaS
Quotes out the same day
Results
Same day quote turnaround, down from days
2–3 days from closed deal to invoice, down from about two weeks
About 40% less manual reporting and data cleanup
12% shorter sales cycle, which tighter forecasting and pipeline inspection contributed to
The situation
Quotes and discount approvals took days, and invoices went out about two weeks after signature. Reporting and data cleanup in Salesforce took a lot of manual work.
What we changed
- Implemented Salesforce CPQ and a deal desk with Sales and Finance: quotes go out the same day and discount approvals take under 24 hours.
- Automated quote-to-cash, cutting closed deal to invoice from about two weeks to 2–3 days.
- Rebuilt Salesforce, cutting manual reporting and data cleanup by about 40%.
- Tightened forecasting and pipeline inspection, which contributed to a 12% shorter sales cycle.
- Commercial tooling spend almost halved.
How we worked
We worked embedded with Sales and Finance and built directly in their Salesforce. Every process was documented and handed over to the teams that run it.