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Result in Focus:
  • Increased close rate
  • Improvement in operational efficiencies
  • Increase in order accuracy
  • Reduction in errors

How Constellation Streamlined Sales with Professional Quotes and Improved Operational Efficiency Using Cincom CPQ

Constellation, a provider of HVAC, electrical, and plumbing services in Maryland, sought to enhance their sales process by transitioning from a paper-based system to a more efficient, professional online solution. With a focus on improving order accuracy, workflow efficiency, and data synchronization, they selected Cincom CPQ™. The solution seamlessly integrated with Microsoft CRM, offering offline capabilities and easy data re-syncing, enabling their sales reps to produce accurate quotes at the point of sale, even without cellular reception.

What you’ll learn:  

How did Constellation improve order accuracy and reduce errors in their sales process?

What role did Cincom CPQ play in enhancing workflow efficiency for Constellation's sales team?

How did the integration of Cincom CPQ with Microsoft CRM benefit Constellation’s operations?

In what ways did the ability to work offline and sync data help Constellation's sales reps during customer visits?

What impact did the transition to professional quotes have on customer satisfaction and sales success?

How has Constellation planned to expand the use of Cincom CPQ across other business lines in the future?

Want to know how Constellation experienced significant improvements in operational efficiency, faster onboarding for new reps, and a more streamlined sales process with Cincon CPQ?