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Case study · Global healthcare company

CPQ that keeps a global, dispersed sales team on the same page.

Apttus CPQSalesforcePricing engine
The client

A global healthcare organization with sales teams spread across regions, needing to collaborate on quotations, pricing, and complex multi-product sales workflows.

The problem

Complex, region-specific pricing and promotional rules made quoting slow and error-prone, and geographically dispersed teams had no shared, real-time view of quote status or approvals.

What we built
Sketch: cloud containing connected record cards, a plug connecting from outside

Pricing and product setup

A product catalog with complex pricing matrices and regional variations.

Custom flows and callbacks

Workflows automating approvals and business logic specific to healthcare sales.

Complex pricing rules

Volume discounts, promotions, and contract-based pricing logic.

Constraint rules

Business rules ensuring product compatibility and regulatory compliance.

Stack
Apttus CPQSalesforceCustom workflowsPricing engine
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