Boelter Salesforce CPQIndustry: Restaurant Supplier
Solution: Salesforce CPQ

Client Profile:

Our Client is a national Restaurant supplier

Client Challenges:

The client generates hundreds of quotes per week. The average quote takes several days to configure, price and generate the quote. Quotes are not delivered in a standard format, and can take several man hours to generate.

Messina’s Approach:

Messina Group assessed the current quoting process and designed the future state quoting process. Through a series of facilitated one-on-one, small group and large group interviews, Messina Group built consensus for the streamlined future state quoting process and defined the technology needed to automate the quoting process.


Messina Group implemented the Configure Price Quote – SteelBrick application from Salesforce. The client was able to streamline and automate the quoting process and deliver new client quotes in minutes versus days. Average Gross Margin per quote also improved as the client was able to eliminate low margin quotes.