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.
Etiquette - Manual Quote
Manual Quoting Process
Time-consuming, spreadsheet-based workflows

Challenges They Faced

Complex Product Bundles
Thousands of configurable SKUs
Etiquette Resolution - Inconsistent Discounts
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
Etiquette - Automated Product and Pricing Rules
Etiquette - Created Branded Quote Templates
Etiquette - Built Guided Selling Paths
Etiquette - Enabled Automated Multi-Level Approvals
More About Our Company

Turning IT Challenges into Success Stories