Timbers Kovar, Inc.
Global Distribution Company Revenue Cloud CPQ Transformation
How Vantage Cloud Solutions cut quote time from hours to minutes, reduced pricing errors by 75%, and protected around $100K in margin.
The Challenges: The High Cost of Manual Quoting
Before partnering with Vantage, the client relied on a disconnected system of PDFs and spreadsheets. This manual Quote-to-Order process created four major friction points:
Extreme Delays
Depending on complexity, generating a single quote took anywhere from two hours to a full business week.
Inaccurate Data
Frequent pricing and configuration errors meant orders often arrived at the warehouse with the wrong specs or incorrect pricing.
Margin Leakage
Without centralized discounting rules, inconsistent discounts were costing the company roughly $100,000 every year in lost profit.
Missed Revenue
The sales team had no automated way to see upsell or cross-sell opportunities, leaving money on the table with every transaction.
How We Helped: A Strategic, Global Approach
Vantage didn't just install software; we re-engineered the client’s revenue roadmap. To handle a project of this scale, we deployed a global team of 10 professionals across the US, Canada, India, and Pakistan.
Over a six-month period, we moved beyond simple implementation to provide deep technical governance. We audited their existing pricing logic and tribal knowledge to ensure that the new system didn't just automate their old mistakes but actually improved their business logic.
The Solution Breakdown
We implemented Salesforce Revenue Cloud (CPQ) and customized it to handle the specific complexities of the distribution and manufacturing sectors:
01
Advanced Product Bundling
We built Smart Bundles that automatically include required components, preventing reps from creating technically impossible orders.
02
The Messy Math Automation
We developed custom logic using Flow and Apex to automatically calculate freight costs, regional taxes, and profit margins on the fly.
03
Automated Discounting
We built a system of guardrails that ensures every discount is pre-approved based on the company’s margin requirements.
04
One-Click Documentation
We designed professional quote templates that pull in all technical documentation automatically, allowing a rep to go from a blank screen to a finished PDF in seconds.
The Results:
The shift to an automated system completely changed the speed of their sales cycle:
Immediate Speed
Quote turnaround time dropped from days to minutes, allowing the team to respond to customers in real-time.
Accuracy at Scale
We achieved a 75% reduction in configuration errors, drastically reducing the time spent on order corrections.
Direct ROI
By enforcing pricing rules, we eliminated $100,000 in annual margin leakage almost overnight.
Better Forecasting
Leadership finally gained 100% visibility into their pipeline, allowing for more accurate inventory and financial planning.
Why This Worked: The Vantage Differentiator
The reason this project succeeded is simple: We fixed the foundation first.
We spent the time cleaning up the client's product catalog and pricing rules before the first line of code was ever written. Our Global Delivery model also ensured 24/7 project momentum, allowing us to hit a tight 6-month deadline for a complex, multi-national rollout.
We don't just give you a tool, we give you a disciplined process that protects your margins.