SunnyHill Financial
Accelerating sales through CRM-integrated CPQ automation
SunnyHill Financial, a lending and mortgage firm, partnered with Brazen Group to implement a CPQ (Configure, Price, Quote) solution that streamlined product configuration, dynamic pricing, and quote generation—all within their existing CRM. The objective was to reduce manual work, increase deal velocity, and improve the overall customer experience.
The Challenge
Manual product configuration and pricing workflows
Delayed quote generation impacting the sales cycle
Inconsistent pricing and frequent human error
Difficulty scaling due to inefficient quoting processes
Need for a CRM-integrated CPQ solution for greater accuracy and speed
Our Solution
Brazen Group implemented a CRM-integrated CPQ solution using Kugamon. The end-to-end configuration and quoting platform automated core processes, improved pricing accuracy, and enabled dynamic pricing strategies aligned with SunnyHill Financial's business goals.
Product Configuration
Automated product and service configuration with intelligent rules and guided selling
Dynamic Pricing
Real-time pricing calculations with discount management and approval workflows
Quote Generation
Professional, branded quotes generated instantly with full CRM integration
CPQ Solution Architecture
End-to-end CPQ architecture with seamless CRM integration powered by Kugamon
Results & Impact
Brazen Group helped SunnyHill Financial modernize its quoting process by implementing a CRM-integrated CPQ solution using Kugamon—automating workflows, accelerating deal cycles, and improving sales efficiency and customer satisfaction.
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