ASC Profiles Case Study

With the solution built by AllCloud and enosix, salespeople can work natively in Salesforce (eliminating the need to use spreadsheets or even log in to different systems) and generate an accurate quote.
The solution works as follows:
- Salespeople create an opportunity in Salesforce and can then configure products and generate a quote from the same screen. This product configuration and quoting happens through a native Salesforce Lightning component that simulates and displays SAP data in real-time.
- Users can select any product(s) from a set list within the Salesforce component and options for available variations (e.g. color and gauge) pop up based on pre-set configurations in SAP. Once users finish configuring their materials, they hit save and those choices, along with the dynamically calculated cost and price simulated through SAP are populated in Salesforce in the appropriate CPQ quote fields.
- From there, users can secure approvals and make a quote output document in Salesforce to send to customers for e-signature. After a customer signs, users can click a “Create SAP Quote” button in Salesforce to create the SAP transaction in real-time with no double entry and no worry of a failed transaction due to typical sync issues.

The Result
Within the first few months of going live with the CPQ solution, ASC Profiles realized enormous benefits around visibility, tracking and auditability of quotes. With this solution in place, the company now has a standard, simple way of identifying what quotes have been given to customers at any time.
Further, this solution has cut down on errors and costs, as quotes always get configured based on set rules for product groupings and pricing. It has also saved time since all data gets passed directly from Salesforce to SAP, meaning the support team doesn’t have to enter the information manually.
Notably, even though this process puts more controls in place for sales, the team has adopted the new process and appreciates the flexibility of having anywhere-access to the system and being able to attain e-signatures.
“We went into the unknown with this project because it was such a unique use case, but we knew we were in good hands with AllCloud and enosix. We trusted AllCloud’s understanding of Salesforce and CPQ and found significant value in the unique integration and SAP expertise that enosix brought to the table. We were able to work with our IT department, AllCloud and enosix seamlessly to develop a solution. That trust paid off because we now have a simple process for users that provides the visibility and structure we needed.”
John Provencal–Marketing Manager at ASC Profiles