CodeyLabs (Salesforce)

The $300K Lesson That Changed Everything



Last year, a consulting firm CEO told me about their "dream deal" -a big digital transformation project. They spent two days generating the perfect proposal, confident in their competitive pricing.

They won the deal. Then came the nightmare.

Halfway through delivery, they realized they'd underestimated resource needs by 40%. The project that should have generated $100K profit instead cost them $50K in overruns.

In professional services, speed kills, but so does inaccuracy.

That's why we built #QuoteX, our CPQ designed especially for professional services on Salesforce. It doesn't just help you quote faster; it helps you quote smarter by considering team rates, project complexity, and historical data.

Because winning the wrong deal is worse than losing the right one.

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1 month ago | [YT] | 1

CodeyLabs (Salesforce)

Revolutionize your pre-sales process! QuoteX powered by Dynamic Rich Text Editor empowers your team with dynamic document generation, turning meeting insights into actionable proposals documents.

Experience faster turnaround times, improved accuracy, and true digital transformation.

1 month ago | [YT] | 0

CodeyLabs (Salesforce)

**New Add-On Alert: Revenue Schedules for QuoteX***
📊 Time-based revenue forecasting-now built in.

For any service business running long-term or subscription-based projects, revenue recognition timing is critical. That’s why we’ve launched Revenue Schedules as an add-on to QuoteX; giving Sales, Finance, and Delivery a shared, real-time view of how revenue is expected to flow.

Key Benefits:
**Time-Based Revenue Schedules**: Break down contract value by week, month, or quarter for accurate planning and recognition.
**Resource & Rate Mapping**: Know how each resource and role contributes to revenue over time.
**Live Forecasting**: Auto-updated as hours or rates change-no manual tweaks needed.
**Deeper Financial Insights**: Visualize trends, adjust strategies, and plan budgets with clarity.

If you're already using Salesforce, this plays beautifully with salesforce native reporting for Forecasting by Revenue Schedule Date, giving you forecasting accuracy that’s aligned with how revenue is actually earned-not just when the deal closes.

💡 Perfect for services organizations that want to bridge the gap between sales commitments and financial reality.

*****Want a demo or to try it out in our test drive org? DM me.

1 month ago (edited) | [YT] | 1