A Failed Implementation Left Sales Without a Process

A prior Salesforce implementation had left the sales team wrestling with Salesforce for years. Reps had minimal visibility into KPIs, quotes were built manually, and contracts lived entirely outside the CRM.

A Full Lead-to-Contract Process, Built the Right Way

Everpeak rebuilt Salesforce from the ground up, standardizing the full sales cycle from lead capture through contract, integrating DocuSign directly into the CRM, and building custom territory routing down to the ZIP code.

Lead response times drop to 1 minute

Lead response time dropped from 22 hours to 1 minute, quoting became 10–15 minutes faster per quote, and leadership finally had dashboards they could trust and act on.

An overly-complex CPQ and a Partner Portal need

Uson came to Everpeak with two issues. First, Salesforce CPQ had always been difficult to navigate for employees, including quarterly price book changes seemed to consistently fail. Furthermore, channel partners had no way to access real-time quotes or deal status, leaving a critical channel underserved.

Rebuilding CPQ and adding Experience Cloud

Everpeak rebuilt Uson's CPQ configuration through a structured analyze-modify-iterate-deploy process, aligning the system to how the sales team actually worked. A Salesforce Experience Cloud partner portal was also built, giving real-time access to quotes, deal updates and product information.

A Scalable Foundation That Attracted an Acquisition

With a clean sales process, a functioning CPQ system, and a rep portal that empowered its channel partners, Uson demonstrated the kind of operational maturity that matters. The company was acquired by PAC in early 2024, with sales ops, quoting, and partner engagement central to their growth.