Brilliant POS shows its high iQ with a faster, easier quoting system

Brilliant POS powers thousands of retailers and restaurants, and it wanted its sales process to feel just as fast and polished. Quoting, invoicing, and taking payments took too many steps, which made ramping new reps slow and the customer-facing documents harder to keep sharp. The team was already running on Salesforce, so anything new had to live natively on that platform, not bolt on beside it. They also wanted higher-quality product images and a clean, easy-to-share proposal that looked the part.

We deployed iQ CPQ, its proprietary configure-price-quote application that runs natively inside Salesforce, so reps build quotes without leaving the platform they already know. Because iQ taps into the full Salesforce platform and connects cleanly to outside apps, the team layered in the integrations that mattered: TaxJar for sales tax, Adobe Sign for e-signature, and FedEx for shipping costs and tracking. They also configured monthly and multi-year subscription quoting, leasing options, and Approval Processes and Validation Rules to keep margins and discounts in check. Throughout the build, our lead consultants met with Brilliant POS weekly to share progress and make adjustments to the customized solution.

New-rep training time for quoting in Salesforce dropped by 50%, thanks to the streamlined steps now baked into iQ CPQ. The whole team appreciates the cleaner workflow, and Brilliant POS has seen an increase in customers since going live. As Aaron Hershberger put it, the experience of working with our team made it simple to get exactly the solution they needed.