No More Quoting Delays. 75% Faster Workflows with Real-Time CPQ Integration.
How an industrial supply manufacturer automated quoting and eliminated pricing errors by integrating Epicor CPQ with Magento and Salesforce.
Industry
Manufacturing
Focus
Architectural glass and aluminum storefronts
Challenge
Disconnected quoting systems, data inconsistencies, and inefficiencies in CPQ workflows
Solution
Epicor CPQ-Magento integration, Salesforce synchronization, and automated workflows
Results
Real-time quoting, reduced errors, and 75% faster workflow
The business challenges holding industrial supply companies back
Disconnected sales and quoting processes create bottlenecks
Siloed sales tools slow quoting, misalign orders, and create pricing inconsistencies, delaying transactions and reducing overall efficiency.
Manual data entry leads to pricing errors
Spreadsheets and manual inputs cause mispricing, outdated data, and calculation errors, impacting margins, customer trust, and revenue stability.
Slow quoting delays customer decisions
Without automation and real-time pricing, sales reps take longer to generate quotes, delaying negotiations and losing sales to faster competitors.
Legacy systems limit scalability and growth
Outdated tools struggle to support multi-region pricing, product configurations, and bulk orders, making it harder to scale and expand efficiently.
The challenges they faced
A leader in industrial storefront glass and glazing solutions, encountered multiple Epicor CPQ workflow challenges while optimizing their B2B eCommerce quoting process.
CPQ and Magento workflows were misaligned
Quotes, pricing, and orders lacked synchronization between Epicor CPQ and Magento, leading to frequent pricing discrepancies.
Slow, error-prone quoting system
Without automated CPQ price calculations, teams manually entered pricing data, resulting in inconsistent pricing across CPQ and ERP.
Data mismatches between CPQ, CRM, and ERP
Misaligned data fields across Epicor CPQ, Magento, and Salesforce caused errors in pricing, product configurations, and order management.
Performance bottlenecks in CPQ configurator
The Epicor CPQ product configurator took 40 seconds to load, slowing down complex B2B quoting workflows.
Limited CPQ-Magento API compatibility
Out-of-the-box Epicor CPQ APIs didn’t fully support Magento, requiring custom integration to enable seamless data transfer and approvals.
The Result?
They faced slow quoting, pricing inconsistencies, and disconnected workflows. Sales teams struggled with delayed approvals, inaccurate pricing, and fragmented data, making it difficult to deliver fast, error-free quotes.
How we solved it
Epicor CPQ-Magento Integration
- Connected Epicor CPQ with Magento to ensure real-time syncing of quotes, pricing, and customer data.
- Standardized data mapping to eliminate inconsistencies and enhance workflow efficiency.
- Developed middleware to standardize data exchange between Epicor CPQ and Magento, automating API interactions and reducing manual transfers.
Salesforce & CPQ Synchronization
- Integrated CPQ pricing logic in Salesforce for real-time updates on quotes and opportunities.
- Provided a centralized interface for sales reps to track quotes, orders, and customer interactions.
Performance Optimization for Configurator & Quote Pages
- Optimized backend infrastructure, reducing configurator load times from 40 seconds to under 5 seconds.
- Redesigned quote pages for a more intuitive user experience.
- Integrated Smarty Templates to enhance frontend quote rendering and dynamic pricing display in Magento.
Automated Workflows for Scalability
- Established CI/CD pipelines for Epicor CPQ updates with zero downtime.
- Automated monitoring and performance tracking to ensure operational scalability as business needs evolved.
The Results
Before
After
Quoting Speed
40 seconds
Quoting Speed
Quoting Speed
Data Sync
Disconnected
Workflow Sync
100% real-time integration
Workflow Sync
Workflow Efficiency
Fragmented
Sales Efficiency
Streamlined operations
Sales Efficiency
Sales Processes
Fragmented & inconsistent
Data Accuracy
Unified CPQ & Salesforce integration
Data Accuracy
Data Accuracy
Inconsistent pricing & errors
Data Accuracy
100% reliable and standardized
Data Accuracy
Facing the same roadblocks?
Performance Drives Revenue
Epicor CPQ integration enables faster quoting, improving customer experience and accelerating sales cycles.
Automation Eliminates Errors
Seamless data synchronization reduces pricing discrepancies, ensuring 100% accuracy in quotes and inventory management.
Scalability Requires the Right CPQ Setup
A well-integrated CPQ system lays the foundation for business expansion by automating complex workflows and improving operational efficiency.
Let’s Build Your Next Transformation
We specialize in Epicor CPQ implementation, Magento CPQ integrations, and automated quoting workflows for B2B industrial supply businesses.
FAQs
Your Questions Answered
What are the benefits of integrating Epicor CPQ for hardware businesses?
Integrating Epicor CPQ with platforms like Magento and Salesforce creates a unified ecosystem for seamless operations. Key benefits include:
- Real-Time Data Sync: Eliminates manual entry errors and ensures consistent updates across systems.
- Faster Quoting: Complex configurations are processed quickly, reducing quoting times.
- Improved Accuracy: Consistent and reliable data eliminates pricing and inventory discrepancies.
How does backend optimization improve Epicor CPQ performance?
Backend optimization tackles system bottlenecks and enhances configurator performance by:
- Caching Layers: Reducing repetitive database queries for faster response times.
- Infrastructure Upgrades: Scalable architecture ensures smooth performance even during high demand.
- Rule Simplification: Streamlined logic minimizes delays in handling complex configurations.
Why is middleware essential for integration?
Middleware acts as a bridge between tools like Magento, Epicor CPQ, and Salesforce:
- Data Standardization: Ensures consistent data formats across platforms.
- Seamless Communication: Enables platforms with differing APIs to interact effectively.
- Scalability: Supports future system additions without disrupting existing workflows.
What challenges does Epicor CPQ integration solve for hardware businesses?
Epicor CPQ integration addresses common issues such as:
- Disconnected Systems: Real-time syncing aligns quoting, CRM, and order management processes.
- Delayed Quoting: Automation ensures faster, more accurate quotes.
- Fragmented Workflows: A unified platform streamlines operations for efficiency and accuracy.
How does performance optimization impact quoting speed?
Optimized backend infrastructure, caching, and automated workflows significantly reduce configurator load times, improving user experience and sales efficiency.
