Illustrative image only. Not representative of the client's actual brand or product.
Industrial Equipment Provider

A High-Precision Revenue Cloud Engine Connecting Quote to Cash

Replacing disconnected spreadsheets with governed Revenue Cloud architecture. Closing pricing gaps and connecting every deal into SAP.

Date
August 6, 2026
Topic
RevOps
Summary

Excel-based estimating at this mining equipment manufacturer produced pricing discrepancies as large as $200,000 per project, duplicate data entry, and hour-long manual technical bids. We implemented Revenue Cloud Advanced for complex bundles, automated specialist routing by office and workload, and automated SAP project creation on Closed Won. Quote generation dropped from 60 minutes to a matter of minutes, and SAP projects now initialize within five minutes.

Focus Areas
Revenue Cloud (CPQ), Sales Cloud, MuleSoft
Challenge

This manufacturer was operating in a high-stakes environment where disconnected data created massive financial risks.

  • Relying on disconnected Excel sheets for complex estimating led to pricing discrepancies as high as $200,000 on a single project.
  • Sales reps had to manually dual-enter data across two systems just to get started.
  • Building a technical bid was a manual process costing an hour of a rep's time per deal.
  • Strategic customer info was trapped in legacy custom objects and restricted licenses, preventing a clear view of the business.
Solution

Rosetree engineered a unified lead-to-project flow, moving the business off spreadsheets and into a governed system.

  • Automated material lists: implemented Revenue Cloud Advanced (RCA) to handle complex bundles.
  • Reliability at scale: built a custom architecture using duplicate product records to keep the system stable and fast.
  • Instant expert matching: an automated flow routes new deals to the right specialist based on office location and current workload.
  • The ERP bridge: automated the handoff so “Closed Won” deals automatically trigger project creation in the ERP system for immediate billing.
Results

Precision at Scale

  • Margin Protection: Eliminated revenue leaks by engineering logic into the Salesforce framework.
  • Bid Confidence: Ensuring every proposal is financially sound before it reaches a customer.
  • Operational Velocity: Quote generation time from a 60-minute to minutes-long process.
  • Real-Time Fulfillment: 5-minute window for SAP project initialization, billing cycle begins on closed won.
  • Strategic Transparency: Migrated all legacy data into standard Salesforce objects, giving leadership a single, audit-ready source of truth for the first time.
Instant
Quote generation, down from 60 minutes per deal
5-Minute
ERP project kickoff on every closed-won deal
Governed
Single source of truth across CRM and ERP
Rosetree engineered a unified lead-to-project flow, moving the business off spreadsheets and into a governed system.

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