High-Volume, Multi-Site Quoting for a Global SASE Leader

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How a global SASE leader brought 10K-line deals back into Salesforce

Multi-site quoting that replaced a legacy CPQ – with pricing in real time, live P&L, and full lifecycle coverage

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General

Communications · NDA

Services

Salesforce consulting,
CPQ implementation

Salesforce products

Salesforce Sales Cloud

The impact at a glance

Multi-site enterprise deals, configured, priced, and saved on a single record – at full speed, across the entire lifecycle.

10,000+

line items in a single quote

2,000+

customer locations per deal

seconds

to calculate pricing and P&L

Secure access, reimagined for the cloud era

The client is a global pioneer in Secure Access Service Edge (SASE). Their vision – to deliver secure, high-performance access from any user to any application – requires a sales infrastructure just as modern and agile, supporting large enterprise deals across thousands of customer sites.

As deal volume and complexity grew, the existing CPQ could no longer keep up – so they turned to Veloce to rebuild quoting and restore confidence across global sales teams.

85+

network PoPs worldwide

SASE

category leader

Global

enterprise footprint

Where complexity had
outpaced the system

The client's legacy CPQ solution was underperforming in mission-critical areas, driving low adoption and inconsistent quoting across global teams.

01

Core sales data maintained outside the system

Because of lack of trust in the existing CPQ solution, medium and large quotes were assembled manually and the install base was maintained in a large spreadsheet instead of Salesforce.

For a business running multi-year, multi-site SASE contracts, that meant critical account history and active deals lived outside the system of record.

2,000+

locations per deal

10,000+

line items per quote

Multi-year

SASE contracts

02

Performance issues across configuration and pricing

Even when quotes were built inside the system, configuration and pricing were slow enough to disrupt day-to-day selling.

For deals with thousands of lines across hundreds of sites, the CPQ struggled under load.

03

No support for renewals and amendments

The platform handled new business only. Renewals and amendments had no structured path, which meant lifecycle deals were managed offline and upsell/downsell motions were hard to track.

For a subscription-heavy SASE business, that was a structural gap.

03

No real-time visibility into deal profitability

Reps had no access to real-time pricing or profitability metrics while building a quote.

Margin and P&L impact only became visible after the fact, making it harder to structure deals intelligently during the quoting process.

High-volume deals shouldn't live in spreadsheets.

See how Veloce can help.

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Thousands of sites,
one

source of truth

The client's quoting process involved huge line volumes, dynamic pricing structures, and a need for real-time financial visibility.

Veloce addressed these needs by leveraging deep CPQ expertise and advanced configuration capabilities to deliver a tailored, performance-optimized experience.

01 Scale

End-to-end multi-location quoting

A single quote can now span thousands of customer sites – holding 2,000+ locations and 10,000+ line items, with consistent configuration and pricing applied across every site. Teams can vary products or terms per location where needed, while keeping the deal as one cohesive record.

02 Speed

Performance at enterprise scale

Performance was tuned so quoting stays responsive at that volume – configuring, pricing, and saving a deal with thousands of lines happens without delays.
This restored user trust and helped accelerate sales velocity.

03 Visibility

Real-time deal metrics and Delta View

The solution delivers real-time calculation of complex pricing, margin, and P&L metrics as the quote is being built.
A Delta View makes change impact visible at a glance – showing exactly what has been added, removed, or repriced – so renewals and amendments become a controlled, auditable motion.

04 Adoption

Lifecycle quoting aligned to the client's GTM

Quoting now works seamlessly across new business, renewals, and amendments on a single platform. The UI was also aligned to the client's go-to-market model, so the system matches how the sales organization actually sells – which supported adoption across global teams.

Confidence, speed, and

full visibility

With Veloce's solution, the client's largest, most complex deals are now built and managed in one place. System responsiveness and quoting speed improved significantly, and accuracy held up across high-volume, multi-site quotes.

With real-time access to deal profitability and a structured path for renewals and amendments, sales teams now have clear upsell and downsell visibility and can operate across the full lifecycle on one platform.

Solution adoption rose across global teams, manual workarounds were eliminated, and the client is getting more out of their CRM investment – with the foundation to run real-time, data-driven sales execution at enterprise scale.

01

High-volume multi-location quoting

Support for 10,000+ line items and 2,000+ locations in a single quote

02

Performance optimization

Responsive configuration, pricing, and save at enterprise scale

03

Real-time deal metrics

Live pricing, margin, and P&L during quote construction

04

Delta View

Clear visibility into additions, removals, and repricing on every change

05

Lifecycle quoting

Unified flow across new business, amendments, and renewals

06

UX alignment

Layouts and navigation tuned to the client's go-to-market model

07

One source of truth

Quotes and install base back in Salesforce

Platform
& tools

Salesforce Sales Cloud

Quote Configuration

Dynamic Pricing

Real-Time Deal Metrics

Delta View

Renewals & Amendments

Document Generation

Approval Workflows

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