
The Client: Canadian Retail Chain
At Etiquette Technologies, we believe innovation begins with clarity. This case study highlights how our Salesforce CPQ implementation helped a national Canadian retail chain streamline their quoting and pricing process, delivering faster results, higher accuracy, and better deal closure rates.
Operating across Canada, the client sells diverse consumer goods through hundreds of outlets. With a rapidly expanding product catalog and pricing rules, they needed a quoting solution that matched their scale and complexity.
Operating across Canada, the client sells diverse consumer goods through hundreds of outlets. With a rapidly expanding product catalog and pricing rules, they needed a quoting solution that matched their scale and complexity.


Manual Quoting Process
Time-consuming, spreadsheet-based workflows
Challenges They Faced

Complex Product Bundles
Thousands of configurable SKUs

Inconsistent Discounts
Ad hoc approvals slowed down the sales cycle
Implementation Highlights
Our Salesforce CPQ Solution
100
%Quote Accuracy
01
Automated product and pricing rules
02
Built guided selling paths to simplify product selection
03
Created branded quote templates
03
Enabled automated multi-level approvals
03
Integrated Slack notifications and ERP sync




More About Our Company