Custom Quoting Tool Far Beyond CPQ capabilities

We originally explored the CPQ option to address our complex needs for quoting, but after several iterations with Ad Victoriam Solutions agency, it became obvious that it simply fell short of our needs. Speaking of those needs, they centered around the ability to create quotes in bulk (20-30 quotes at a time) based on the historical data (our preferred vendors and the best-fit equipment) and the real-time marketplace availability data sourced from multiple APIs. We needed something that would crunch all of those options, assign them a rating based on a specific algorithm we have, and ultimately afford sales staff fine-grain control to cherry-pick which quotes to create. There was a marked difference from the start when the IBR team took on the project, and how well they listened and understood the end goal we were trying to achieve, along with all the steps needed to get there. We had an MVP in just under 90 days and went through well well-structured QA process that flushed out minor details with our end users. The final product was so well received by our sales staff that it translated to a 37% revenue bump in the subsequent quarter. We are glad that we have a solid Salesforce partner now who so closely measures their success by how much they contribute to our success.

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