Client: Routeware
TECHNOLOGY
- Salesforce CPQ
- Salesforce Sales Cloud
ABOUT CLIENT
Routeware provides fleet management software and technology solutions that optimize operations for waste and recycling companies, supporting efficiency, safety, and sustainability.
NEED
Routeware wanted its Salesforce Configure, Price, Quote (CPQ) configuration to reflect how the business sells, so quoting could scale with growth.
APPROACH
CloudMasonry rebuilt the CPQ configuration around Routeware’s pricing models, integrated finance, and prepared the team to run it.
- Reorganized the product catalog and set up pricebooks for distinct pricing models.
- Automated pricing, terms, and contracts, including amendments, renewals, and approvals.
- Automated subscription renewals.
- A Sage Intacct integration for financial accuracy.
- Data migration, testing, and training to support adoption.
OUTCOME
The updated CPQ implementation streamlined Routeware’s sales process and improved quote accuracy. A reorganized product catalog, automated approvals and renewals, and the Sage Intacct connection improved financial reporting.
- CPQ aligned to how Routeware sells.
- Faster, more accurate quoting.
- Automated renewals.
- Improved financial reporting through Sage Intacct.
- A trained team and a foundation for growth.
