PowerSchool – Salesforce CPQ & Sales Process Automation
TechBubble implemented a Salesforce CPQ solution for PowerSchool to modernise the end-to-end sales lifecycle. The platform automated product configuration, quoting, pricing, approval workflows, and revenue recognition while introducing structured processes for Deal Support Requests (DSR) and Requests for Proposal (RFP), improving operational efficiency and sales governance.
Salesforce CPQ & Sales Process Automation
The project focused on transforming PowerSchool's sales operations by implementing Salesforce CPQ and automating critical sales processes. The solution enabled sales teams to configure products, generate accurate quotes, manage approval workflows, and automate revenue recognition within Salesforce. Additional capabilities included structured Deal Support Request (DSR) and Request for Proposal (RFP) processes, creating a consistent and scalable sales operating model.
Streamlining Complex Sales Operations
Sales teams relied on manual processes for product configuration, quoting, approvals, and proposal management. As product offerings expanded, the lack of standardised workflows increased administrative effort, delayed sales cycles, and created governance challenges.
Manual Quoting Process
Sales representatives manually prepared quotes, increasing turnaround times and the risk of pricing inconsistencies.
Complex Product Configuration
Configuring products and pricing required significant manual effort, making the sales process difficult to scale.
Unstructured Approval Workflows
Approvals lacked standardisation, delaying quote approvals and reducing operational visibility.
Disconnected DSR & RFP Processes
Deal Support Requests and RFP management were handled through separate processes, limiting collaboration and tracking.
Salesforce CPQ Sales Automation Platform
TechBubble implemented Salesforce CPQ to automate the complete quote-to-order lifecycle, enabling sales teams to configure products, generate accurate quotes, and manage approvals within a single platform. Automated revenue recognition logic improved financial accuracy, while structured DSR and RFP workflows enhanced collaboration between sales, support, and management teams. The solution delivered a scalable sales process that increased efficiency and strengthened governance.
Discovery & Sales Process Design
Week 1-2Conducted workshops to understand existing sales workflows, product configuration rules, pricing models, and approval requirements.
CPQ Configuration & Automation
Weeks 3-7Configured Salesforce CPQ, implemented product and pricing rules, automated approval workflows, and developed DSR and RFP processes.
Deployment & Sales Enablement
Weeks 8-10Completed production deployment, trained sales teams, delivered documentation, and provided post-go-live support.
Technology
Salesforce technologies implemented to modernise sales operations and quoting.
Salesforce CPQ
Product configuration and quoting
Sales Automation
Quote-to-order workflows
Approval Processes
Governance and approvals
Revenue Recognition
Automated financial logic
DSR & RFP Management
Structured sales support processes
Reporting & Analytics
Sales performance insights
“TechBubble transformed our sales operations with a Salesforce CPQ solution that simplified product configuration, accelerated quoting, and introduced greater consistency across approvals and sales support processes. The result is a more efficient and scalable sales organisation. ”
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