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Case Study · Salesforce CPQ · MedTech

From 9-Day Quotes to 4 Hours —
Salesforce CPQ for an Australian MedTech Manufacturer

Client: Meridian MedTech (Australia) Industry: Medical Devices / Manufacturing Region: Australia & New Zealand Services: CPQ Implementation & Integration Delivered By: Gagstek
96%
Reduction in
Quote Turnaround
Zero
Pricing Errors
Post Go-Live
42%
Higher Win Rate
on Quoted Deals
A$2.1M
Revenue Recovered
from Discount Leakage

Complex Products, Broken Quoting Process

Meridian MedTech designs and manufactures surgical equipment and diagnostic devices sold to hospitals, private clinics, and government health systems across Australia and New Zealand. With a product catalogue of over 1,400 SKUs — each with complex configuration options, tiered hospital pricing, government contract rates, and TGA compliance documentation requirements — their quoting process had become a significant bottleneck to growth.

Sales reps were building quotes manually in Excel, cross-referencing multiple pricing spreadsheets, applying discounts by hand, and waiting up to 9 days for sign-off from pricing managers and legal — all before a proposal could reach the customer. The result: deal velocity was painfully slow, pricing errors were costing the business on both ends (over-discounting and compliance penalties), and competitors were consistently outpacing Meridian on response speed. They engaged Gagstek to implement Salesforce CPQ and eliminate the chaos at the heart of their revenue process.

Where Revenue Was Leaking

Gagstek's discovery process identified six root causes — each independently damaging, together catastrophic.

  • Manual Excel quoting across 18 sales reps, each maintaining their own version of the pricing spreadsheet — leading to version drift and frequent errors on final proposal figures
  • No product configuration rules — reps could quote incompatible device components, generating downstream order fulfilment failures and customer satisfaction issues
  • Government contract pricing and hospital group rates were stored in separate documents, causing incorrect tier application that routinely left margin on the table or triggered compliance disputes
  • Approval workflows ran entirely by email — pricing manager and legal sign-off averaged 4.5 days each, with no visibility into where deals were stalled
  • TGA documentation bundles had to be manually compiled and attached per order, a process taking 45–90 minutes per quote for a compliance officer
  • No integration between quoting and Salesforce CRM meant sales forecasting was unreliable — pipeline figures were manually keyed and frequently out of date

CPQ Built Around the Complexity of MedTech

Gagstek's team spent the first three weeks mapping every pricing rule, discount authority matrix, and product configuration constraint before writing a single CPQ rule. The implementation was structured in four phases — product catalogue, pricing & rules, approvals, and ERP integration — delivered over 14 weeks.

Product Catalogue & Configuration Rules
All 1,400+ SKUs loaded into CPQ with product bundles, compatibility constraints, required options, and feature picklists — eliminating incompatible configurations at the point of quoting.
Multi-Tier Pricing Engine
Price books built for standard retail, hospital group tiers, government contracts, and ANZ distributor rates — with CPQ automatically applying the correct book based on account type and contract status.
Discount Guardrails & Approval Routing
Automated approval workflows with threshold-based routing — reps within authority approve instantly; deeper discounts trigger pricing manager or CFO review with mobile-enabled push notifications.
TGA Documentation Automation
Compliance document bundles auto-generated at quote creation, pulling the correct TGA registration certificates and IFUs per device, eliminating 45–90 minutes of manual compliance work per deal.
ERP Integration
Bidirectional integration with the client's SAP ERP — approved quotes flow directly to order management with no re-keying, while SAP stock availability feeds back into CPQ to flag supply constraints at quoting time.
e-Signature & Proposal Generation
Branded proposal documents auto-generated from CPQ and sent via DocuSign integration — customers receive and sign digitally, with executed contracts auto-attached to the Salesforce opportunity.

Speed, Accuracy, and Recovered Margin

96%
Quote turnaround fell from 9 days to under 4 hours for standard deals — complex government tenders now completed in 1 day vs. the previous 3-week average, giving Meridian a decisive speed advantage in competitive tenders.
Zero
Pricing errors dropped to zero in the six months post go-live — eliminating both the revenue leakage from over-discounting and the compliance disputes from incorrect government contract application.
42%
Win rate on quoted deals improved by 42% — attributed to faster response times, professional proposal quality, and accurate pricing that built customer confidence in Meridian's commercial process.
A$2.1M
A$2.1 million in annual revenue recovered from previously uncontrolled discount leakage, identified through CPQ's discount analytics dashboard during the first 12 months of operation.
90 min
TGA documentation time eliminated entirely — what previously consumed 45–90 minutes of compliance officer time per quote now happens automatically at deal creation, freeing that team for higher-value regulatory work.
For a business where deal size averages A$180,000 and competitive tender windows can be as short as 48 hours, speed and accuracy are not operational metrics — they are revenue metrics. Gagstek's CPQ implementation gave Meridian the commercial engine to compete and win at scale.

What the Client Said

"Our quoting process was our biggest competitive disadvantage. By the time we got approval and sent a proposal, two of our competitors had already responded. Gagstek understood the complexity of our pricing — the TGA requirements, the government contract tiers, the device configurations — and built a CPQ solution that handles all of it automatically. We won a major hospital group tender last quarter that we would have missed entirely under the old process. The ROI was clear within the first 90 days."

M
VP of Commercial Operations
Meridian MedTech, Australia