Manufacturing · Salesforce CPQ · MuleSoft

Manufacturer Modernizes
Quoting and Integration
with Salesforce CPQ and MuleSoft

From manual, error-prone quoting to a standardized, integrated sales and fulfillment ecosystem.

IndustryManufacturing
TechnologiesCPQ · MuleSoft · Experience Cloud · Sales Cloud
ERP IntegrationsSAP · Oracle

Struggling with CPQ adoption or ERP integration? Let's talk.

Book 30 Minutes →
About the Client

Complex products. Distributed teams. Legacy systems.

Industrial manufacturer operating with highly configurable products and multi-tier pricing structures. Relied on legacy systems for quoting, inventory, and order management across distributed teams. Required a unified, scalable platform to improve sales accuracy and operational efficiency.

The Challenge

Manual quoting. Disconnected systems. Inefficiency at scale.

The client's sales and operations processes were manual, inconsistent, and difficult to scale:

Inaccurate quoting due to lack of guided selling and pricing controls

No standardized pricing logic across products, accounts, and hierarchies

Limited visibility into real-time inventory and fulfillment status

Disconnected systems causing delays in order processing and reconciliation

High dependency on internal teams for validation and corrections

The result: slower sales cycles, pricing inconsistencies, and operational inefficiencies impacting customer experience.

Salesforce CPQ Configuration Interface

Salesforce CPQ — real-time product configuration, pricing rules, and quote generation in a unified sales workflow

Who Needed This Solved

Three roles. One unified platform.

Sales Representative

Guided selling flows to prevent incorrect product combinations and ensure accurate, repeatable quoting every time.

Project / Operations Manager

Real-time visibility into inventory levels and fulfillment options to optimize order processing and reduce delays.

Customer / Client

Seamless integration between Salesforce and ERP systems to ensure consistent data and a smooth order experience.

Our Approach

Standardized. Integrated. Automated.

1

Standardized Pricing & Quoting

Applied structured pricing and quoting frameworks across all products and account hierarchies — eliminating configuration errors.

2

API-Led ERP Integration

Designed a scalable MuleSoft integration architecture connecting Salesforce to SAP and Oracle in real time — no more batch delays.

3

Real-Time Data Access

Surfaced live inventory and order data directly within the sales workflow — enabling confident decisions during quoting.

4

Self-Service Experience Layer

Delivered Experience Cloud portals for customers to track orders, access data, and interact with the business independently.

MuleSoft ERP Integration Architecture

MuleSoft Anypoint Platform — API-led integration connecting Salesforce to SAP and Oracle ERP in real time

Want to see how we'd approach your integration?

Whether you're evaluating CPQ, planning an ERP integration, or building a self-service portal — we'll map out a practical path forward in 30 minutes.

Book 30 Minutes →
What Was Delivered

Five capabilities across the full sales and fulfillment lifecycle.

Sales Cloud Core Platform

Foundation

Unified CRM with standardized data models, governed access, and automated workflows — reducing data inconsistencies and manual reconciliation.

Salesforce CPQ Transformation

Quoting

Guided selling and structured pricing logic eliminated configuration errors and enabled accurate, repeatable quote generation — reducing rework significantly.

MuleSoft Integration Layer

Integration

API-led integration with SAP and Oracle enabling real-time inventory checks, order creation, and status sync — eliminating batch delays entirely.

Mobile CPQ — Inventory Actions

Mobile

Inventory data surfaced directly within the product page and accessible via mobile — enabling real-time visibility during quoting in the field.

Experience Cloud Portals

Self-Service

Secure self-service for customers to track orders, upload assets, and access data — with custom registration, duplicate prevention, and controlled provisioning.

Salesforce CPQ Sales Cloud MuleSoft Anypoint Experience Cloud SAP Integration Oracle Integration
Sales Operations Dashboard

Sales operations dashboard — pipeline velocity, quote cycle time, and revenue metrics in a single view

The Impact

Faster sales. Fewer errors. Better customer experience.

Quoting Accuracy
Reduced manual errors through guided selling and standardized pricing logic
Faster Sales Cycles
Quicker quote generation and reduced dependency on manual validation
Real-Time Inventory
Improved planning and fulfillment decisions from live ERP data
Seamless Integration
Eliminated data silos and reconciliation effort between Salesforce and ERP
Better UX
Mobile CPQ and self-service portals improved accessibility for teams and customers
More Case Studies

See what else we've built

Banking & Financial Services

Bank Achieves Unified Marketing Intelligence Across 8 Channels

Salesforce Marketing Cloud + MCI implementation delivering real-time attribution and 40% reduction in cost of sales.

Read Case Study → Healthcare · Media Agency

Specialist Agency Unifies 9-Source Data for a Healthcare Advertiser

All 9 disconnected platforms — paid, programmatic, social, and web — harmonised into a single MCI workspace with 7 custom filters.

Read Case Study → Technology

Tech Company Builds a Full-Stack Marketing Engine on SFMC and MCI

Dual-workstream implementation — SFMC journeys, 100k profiles, and 7-source omnichannel analytics live in one engagement.

Read Case Study →

Ready to modernise your sales operations?

Let's discuss your CPQ, ERP integration, or Experience Cloud challenges — and build a roadmap that delivers results.

Book 30 Minutes →