Cutting Quoting Time in Half

Sometimes the answer isn't new software.

Sometimes it's a flow.

Our sales team relied on Salesforce for quoting, but there was one frustrating limitation: quotes couldn't be cloned between opportunities of different accounts. Every new quote had to be built from scratch.

That was manageable until a vendor introduced a new promotion.

With 32 quotable products and multiple variations for each, every quote had to be rebuilt manually. Ten minutes doesn't sound like much until you're repeating the same process dozens of times every day. We calculated we were losing a full rep's worth of work to quoting.

Instead of purchasing another tool, we mapped the process, identified the bottlenecks, and designed a custom quote cloning system using a simple Salesforce flow.

The solution cost nothing.

By creating reusable quote templates that could be cloned across opportunities and accounts, we cut quote creation time in half, reclaimed more than 2,200 hours annually, and generated more than $200,000 in cost savings.

The lesson? Not every operational problem requires a new platform or a full-time operations hire. Sometimes you just need someone to look at an existing process differently.

Need a fresh set of eyes on your systems? Let's talk about how fractional RevOps support can help your team work smarter without adding unnecessary complexity.