From Chaos to Clarity: Transforming Complex Quoting with Salesforce Revenue Cloud Advanced

In today’s fast-paced, cost-sensitive sales environment, the difference between winning and losing a deal often lies in your ability to quote accurately, quickly, and intelligently. But for many organizations, especially those in manufacturing or distribution, this process is anything but simple.

Thousands of product combinations, fluctuating raw material costs, inconsistent pricing methods, and siloed data leave sales teams buried in spreadsheets, struggling to deliver quotes that are both competitive and profitable.

At TruSummit Solutions, we recently partnered with a client facing these very challenges. Their quoting process relied heavily on disconnected Excel workbooks, legacy institutional knowledge, and manual approvals. With no real-time insights and limited pricing governance, the business lacked visibility into lost deals, suffered from quoting errors, and faced increasing cycle times.

The good news? They turned it all around with Salesforce Revenue Cloud Advanced (RCA).

Why Revenue Cloud Advanced?

RCA empowers businesses to consolidate, automate, and optimize the quote-to-cash process. Whether you’re dealing with engineered products, location-based pricing, or dynamic material costs, RCA provides the tools to manage complexity with confidence.

Key Capabilities That Made a Difference:

• Centralized Product Catalogs & Bundles: Configure complex products with attributes like wood treatment, framing, and drying – all from one unified interface.
• Dynamic Pricing Engine: Real-time updates for fluctuating inputs (e.g., freight, preservatives, materials), with margin guardrails and approval workflows.
• Guided Selling: Sales reps are walked through product configuration with built-in intelligence, reducing errors and onboarding time.
• Location-Aware Quoting: Factor in inventory source, shipping yard, or plant location to ensure accurate, profitable quotes.
• Dashboards & Analytics: Track pricing performance, lost deals, order flow, and more so you can optimize and act on insights, not gut instinct.
• Excel Upload Option: For teams still transitioning, quotes can be generated via spreadsheet upload for quicker adoption.

Real Results from a Live Proof of Concept

TruSummit Solutions built a tailored RCA proof of concept showcasing the “art of the possible.” Within weeks, the client was able to:

• Replace fragmented quoting processes with a centralized, flexible configuration engine
• Automate margin calculations and reduce pricing errors
• Standardize freight and drying costs across business units
• Create guardrails to guide reps and protect profitability
• Enable quoting for multiple line items in seconds, not hours
• Provide leaders with real-time insights into sales performance and forecasting

The result? A clear path forward to pivot from product sales to solution-oriented, value-based selling with consistent pricing and higher margins.

How TruSummit Guides the Journey

Every transformation needs a guide, and that’s where TruSummit comes in.

We don’t just configure technology; we help you rethink and reframe your quoting strategy. Starting with a rapid proof of concept, we align business goals with Salesforce’s capabilities and tailor RCA to your unique requirements.

From there, we recommend a phased pilot approach, allowing early adopters to validate functionality and deliver quick wins. Our proven roadmap helps you:

• Formalize your project scope and KPIs
• Roll out RCA in manageable waves
• Integrate with your broader data and pricing strategy
• Capture feedback and iterate in short, agile cycles
• Scale success across business units with confidence

We reduce risk, increase adoption, and accelerate time to value, ensuring you get the most from your Salesforce investment.

Is RCA Right for Your Business?

If your team struggles with:

• Inconsistent quoting across regions or reps
• Manual workarounds and pricing guesswork
• Lost revenue due to delayed or inaccurate quotes
• Lack of insight into quoting performance or margins

…it’s time to explore what Revenue Cloud Advanced can do.

Whether you’re in manufacturing, distribution, or any industry with configurable products and complex pricing, TruSummit Solutions can help you streamline, simplify, and scale your quoting process.

Let’s Build Your Case for Change

Ready to see RCA in action? Let us show you what’s possible.

Contact TruSummit Solutions for a tailored demonstration or a proof-of-concept engagement and take the first step toward quoting with confidence.