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Labplan: From Spreadsheets to Revenue Cloud

One product catalog. Proposals in a few clicks.
Spreadsheets & AccessRevenue Cloud
1 catalog
for every product and price
A few clicks
from configuration to proposal
Right price
applied on every quote
Adopted
across the sales team

Context

Labplan supplies specialist laboratory equipment to pharmaceutical, healthcare and research customers in Ireland.

They already used Salesforce Sales Cloud. But products and pricing lived in spreadsheets and Access databases. Every quote meant looking things up by hand, and only a few people knew where everything was.

What we did

  • Product catalog. Products moved out of spreadsheets and Access into one governed catalog in Salesforce.
  • Pricing. Prices are maintained in Revenue Cloud, so the right price applies on every quote.
  • Guided configuration. Reps pick products step by step, without looking anything up.
  • Proposal generation. Proposals are created from the quote in Salesforce, ready to send.
  • Automation. The lookups and copy-paste work that slowed every quote are gone.

Results

  • One catalog instead of spreadsheets and Access databases
  • Proposals in a few clicks, created directly from Salesforce
  • Consistent pricing across the whole sales team
  • Strong adoption, including from colleagues they expected to resist the change

Quoting no longer depends on the few people who knew where everything was.

The project in 20 seconds
Before

Salesforce, with pricing outside it

Products and prices lived in spreadsheets and Access databases. Only a few people knew where to look.

Setup

Revenue Cloud, set up around how they sell

Product catalog Pricing Guided configuration Proposal generation Automation
Catalog

Everything in one place

Quoting

From products to proposal in a few clicks

✓ Pick products ✓ Right price applied Proposal sent
Live
Adopted

by the whole sales team.

Including colleagues they expected to resist the change. The automations won them over.

Quick answers

New to Revenue Cloud? What people ask us

What does Revenue Cloud cover?
Your product catalog, pricing, product configuration, quotes and proposals, all in Salesforce. Contracts, orders and billing can be added on the same data when you're ready.
Our pricing lives in spreadsheets. Is that a problem?
No, that's where most projects start. We go through the spreadsheets with you, agree what to keep, and build one clean catalog in Salesforce.
How long does an implementation take?
It depends on your products and pricing. Qualifying projects can go live in as little as 90 days. We confirm a realistic timeline after discovery.
Will our sales team actually use it?
We build quoting around your real quotes and train your team before go-live. At Labplan, the automations won over the people they expected to resist the change.
Do we need a Salesforce team to run it?
No. Products and prices in Revenue Cloud are configuration, not code, so most changes are admin work. We train your team to run it.

See Revenue Cloud with your own products

Bring one of your real quotes to a 30-minute call. You'll speak with Filip or Aoife, co-founders and Revenue Cloud architects.

Book a discovery call


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