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CPQ Guardrails

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Introduced a custom solution for CPQ providing a consistent user experience for sales reps that auto-generates opportunities & quotes/quote lines. Incorporated rules & criteria to render warning messages and/or prevent users from creating opportunities or duplicate contacts providing better guidance, thus mitigating user error by 95% as well as increased sales team's closed-won deals by 25%. The new process improved sales productivity by automating monotonous tasks, reducing the number of clicks, and mitigating errors.

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