About the Client
A Portland-based fire protection company, roughly 50 employees and $31M ARR, delivering inspection, installation, and service across the region.
Challenge
The company was struggling with an outdated quoting process in Salesforce. Their team regularly received client complaints about unclear quotes and had to manually explain services, slowing down sales and eroding trust. The out-of-the-box Salesforce quoting functionality didn't meet their needs for clarity, customization, or client interaction.
Solution
Free Thinkers Consulting designed and implemented a custom quoting experience tailored to their service model. The new interface allowed users to:
- Generate quotes directly from the opportunity
- Select and style the quote contents based on service details
- Send quotes to clients with a clean, user-friendly layout
- Enable clients to review, accept, request changes, or pay from the same interface
This new experience transformed quoting into a streamlined, intuitive workflow, for both internal users and external clients.
Results
- Significantly improved client experience with clear, professional quotes
- Reduced internal support load around quoting questions and errors
- Accelerated quote turnaround time from draft to client acceptance
- Increased internal adoption of Salesforce quoting tools
- Empowered service teams with flexible, easy-to-use UI components
By reimagining the quoting process through a user-first lens, Free Thinkers Consulting helped this service provider modernize its operations and deliver a quoting experience that matches the professionalism of their services.
"These folks are some of the best. I've been working in the SF sphere as an in-house Admin/Dev/Architect for around 15 years. I've worked with many consultants, but Free Thinkers is easily one of my favorites to work with. They're well versed in a wide variety of Salesforce and have helped my current company build a number of Lightning Web Components to maximize sales processes."
Erik Dewhurst
Salesforce Manager