Case Study : Imerys

Optimizing Salesforce CPQ Through Business Analysis.
1. Executive Summary

Imerys is a global leader in specialty mineral solutions for sectors such as construction, energy, and industry.

To improve the efficiency of its quoting processes and better manage product complexity, Imerys launched an initiative to analyze and optimize its Salesforce CPQ platform.

360Asklogix carried out a functional and business analysis, improving CPQ processes, usability for sales teams, and the overall efficiency of the quoting process.

2. The Challenges

Imerys manages a particularly complex portfolio of products and pricing rules. Key challenges included:

  • Complex product configurations and pricing rules.
  • A CPQ interface that was not user-friendly for sales teams.
  • The need to improve consistency and speed of quote generation.
3. The Solution

360Asklogix carried out a functional and business analysis of the Salesforce CPQ implementation to identify areas for improvement.

Key actions:

  • Review and optimization of product configurations and pricing rules.
  • Improvement of the quote creation workflow.
  • Alignment of CPQ processes with business needs.
4. Impact

Following this initiative, Imerys achieved the following outcomes:

Metric Result
Quote Generation Simplified quote generation.
Pricing & Configuration Consistency Improved consistency of pricing and product configurations.
Sales Team Efficiency Efficiency gains for sales teams.
Overall Outcome An optimized Salesforce CPQ environment, better suited to the complexity of Imerys' product portfolio.