How Everpeak used Salesforce CPQ and Experience Cloud to transform a spreadsheet-run rep channel into a trusted sales operating system.

A global manufacturer of leak-testing systems that sells through a large rep network. A long- time Salesforce customer, it needed a partner portal and CPQ (configure, price, quote) process to match how it actually sold.

Years on Salesforce, yet the platform never matched how they sold. Quoting was slow, the pipeline couldn't be trusted, and the reps who drove the business sold from a spreadsheet that was typically out-of-date.

• The foundational architecture was wrong — missing fields, wrong pipeline stages, and complicated processes made it difficult for leadership and reps to trust the data.
• Quoting was a black box — an over-engineered CPQ process with no ability to incorporate important elements like quarterly price books or currency changes.
• Salesforce was avoided—rather than being a sales accelerator, rep savoided using Salesforce in favor of spreadsheets and emails.

The answer wasn't new software —it was process. Everpeak's view: process should drive the technology. Everpeak mapped how the company really sold, then made the Salesforce they already owned do three jobs at once.

• Increase Usability — corrected stages, hid fields not in use, made pages mobile-friendly, added validation rules, and fixed history so the pipeline could be trusted
• Rebuilt the quoting engine (CPQ) — quarterly price books and currency exchange built in with a real process to gather feedback and update
• Launched a partner portal (Experience Cloud) — real-time, personalized pricing and collateral that partners could login to for real-time data, reducing rep workloads
• One connected platform — Sales Cloud, CPQ, and the portal built natively on the same instance meant that contact information and other data was always in-sync.

Three core B2B systems — CRM, quote-to-cash, and the partner channel — finally working as one.

• 320 hrs — Saved a year on quote creation
• 16 — Currencies built into quoting
• 72 — Portal users each month
• 3 — Clouds unified — CRM, CPQ, portal