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    Pharmaceutical Industry | Salesforce CPQ

    Why a Global Pharmaceutical Manufacturer Chose Salesforce CPQ Over Standard Quoting

    Transforming complex, manual pricing and quoting into an automated, ERP-integrated, intelligence-driven revenue operation with Salesforce CPQ.

    Why Standard Quoting Wasn't Enough

    A global pharmaceutical manufacturer and distributor — operating across multiple continents with complex logistics, multi-currency pricing, and ERP-driven order management — faced critical limitations with their existing quoting process.

    Manual & Error-Prone

    Quotes built in spreadsheets with no validation — leading to incorrect pricing, packaging errors, and revenue leakage.

    No Global Scalability

    Multi-currency, multi-warehouse, and agent-based pricing couldn't be handled in a standard quote process.

    Disconnected from ERP

    Quotes, contracts, and orders were manually re-entered into SAP — creating delays and data inconsistencies.

    Why Salesforce CPQ Was the Right Choice

    Salesforce CPQ offered the flexibility, automation, and integration capabilities needed to handle pharmaceutical-grade pricing complexity — something no standard quoting tool could deliver.

    Dynamic Pricing Engine

    Complex calculations based on pallet volume, weight, dimensions, transport cost, and agent markup — computed in real time.

    Built-in Validation

    Pricing rules and alerts enforce correct quantity and packaging combinations, eliminating manual errors at the source.

    Embedded Sales Intelligence

    Margin, net sales, SGP, historical pricing, and win-loss insights available directly inside the quote — no switching tools.

    Product & Warehouse Logic

    Advanced product filtering, quote line grouping by warehouse and export requirements, and automated incoterms determination.

    ERP Integration

    Bi-directional sync with SAP for quotes, contracts, and orders — eliminating double data entry across the order lifecycle.

    AI & Automation

    OCR-based PO conversion, Agentforce-powered assistance, customer portal automation, and mobile-enabled field sales.

    Our Implementation Approach

    Pricing & Costing Redesign

    • Redesigned dynamic pricing to support complex models and scalability
    • Enabled real-time pricing visibility during quote creation
    • Built pallet volume, weight, dimension, and transport-based calculations
    • Implemented multi-currency pricing for global operations
    • Corrected and redesigned costing logic for banking and operational costs
    • Added pricing validation rules to enforce packaging and quantity compliance

    Product Catalogue & Quote Configuration

    • Configured product catalog with advanced filtering during quote creation
    • Implemented quote line grouping by warehouse and export requirements
    • Automated incoterms, currency, payment terms via sales-area logic
    • Customized Edit Line interface for usability and performance
    • Redesigned and customized quote document templates
    • Configured approval workflows based on margin thresholds

    Sales Intelligence & Analytics

    • Displayed margin, net sales, SGP, and volume metrics within quotes
    • Embedded historical insights: last quoted price and region highest price
    • Built win-loss analysis component inside the quote interface
    • Developed dashboards for sales and quote performance analysis
    • Customer-specific costing logic for banking and operational costs

    ERP Integration & Automation

    • Integrated Salesforce CPQ with SAP ERP for quotes, contracts, and orders
    • Implemented OCR automation to convert purchase orders into Salesforce orders
    • Enabled CPQ on Salesforce Mobile for field sales teams
    • Automated order creation via customer Experience Cloud portal
    • Reduced manual quote creation through end-to-end automation

    Technology Ecosystem

    Salesforce CPQ
    Salesforce Sales Cloud
    SAP ERP Integration
    Salesforce Experience Cloud
    Custom LWC
    Salesforce Analytics (Einstein)
    Agentforce
    OCR Automation
    Salesforce Mobile App

    Impact & Outcomes

    Complex Pricing — Automated

    Pallet-based, multi-currency, logistics-driven pricing calculated in real time during quote creation

    Quote-to-Order — Integrated

    Salesforce CPQ fully integrated with SAP ERP — eliminating manual data re-entry across the order lifecycle

    Sales Intelligence — Embedded

    Margin, historical pricing, and win-loss insights available directly in the quoting interface for smarter selling

    Ready to Transform Your Quoting Process?

    Whether you're in pharmaceuticals, manufacturing, or any industry with complex pricing — Salesforce CPQ can eliminate manual errors, accelerate deal cycles, and unlock real-time sales intelligence.

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