Designing and implementing a comprehensive Salesforce CPQ solution to automate complex central heating quotation processes — with dynamic product options, multi-tier pricing rules, flexible discount structures, and intelligent customer needs assessment.
UK Households Served
Heating & HomeCare
Faster Quote Generation
CPQ Quote Process
A major UK energy services provider and one of the country's largest home heating companies, offering comprehensive central heating solutions including boiler installation, maintenance, repair, and HomeCare protection plans to millions of British households.
The company operates one of the UK's largest networks of gas engineers and serves residential customers through a combination of one-off installations, annual service contracts, and subscription-based protection plans covering boilers, central heating systems, plumbing, and electrical components.
Home heating solutions involve complex product combinations, conditional pricing, and customer-specific configurations that standard Salesforce quoting simply cannot handle at scale.
A single quote can include boiler models, radiator packages, thermostats, controls, flue options, and protection plans — each with compatibility rules and conditional options.
Pricing varies by boiler type, installation complexity, property type, existing system condition, and bundled service plans with multi-year discount tiers.
Before quoting, engineers must capture property details, existing heating system, hot water requirements, and energy efficiency preferences to recommend the right solution.
Promotional offers, loyalty discounts, seasonal pricing, bundle discounts, and finance options must be automatically applied based on eligibility criteria.
Product options change dynamically based on earlier selections — boiler model determines compatible controls, flue type depends on installation location, and warranty levels vary by product.
Approved quotes must seamlessly flow into installation scheduling, engineer dispatch, parts ordering, and post-installation service plan activation.
A custom Salesforce CPQ solution tailored to the unique requirements of residential heating sales — from initial customer needs assessment through to quote generation and installation booking.
Core CRM for customer and opportunity management
Configure, Price, Quote automation engine
Lightning Web Components for enhanced quote UX
Connection to scheduling and installation systems