SunnyHill Financial
Overview
SunnyHill Financial, a lending and mortgage firm, partnered with Brazen Group to implement a CPQ (Configure, Price, Quote) solution that would streamline product configuration, dynamic pricing, and quote generation—all within their existing CRM. The objective was to reduce manual work, increase deal velocity, and improve customer experience.
Problem Statement
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Manual product configuration and pricing workflows
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Delayed quote generation impacting sales cycle
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Inconsistent pricing and frequent human error
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Difficulty scaling due to inefficient quoting process
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Need for CRM-integrated CPQ for greater accuracy and speed
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Solution
Brazen Group implemented a CPQ solution using Kugamon, which was seamlessly integrated into SunnyHill Financial’s CRM. This end-to-end configuration and quoting platform automated core processes, improved quote precision, and enabled dynamic pricing strategies aligned with business goals.
Outcomes
Brazen Group’s digital onboarding solution enabled a leading Caribbean bank to accelerate customer acquisition, improve data quality, boost staff efficiency, and significantly enhance customer satisfaction—all while reducing costs and churn.
- Reduced Manual Tasks
- Faster Deal Cycles
- Improved Accuracy
- Competitive Pricing
- Increased Sales Opportunities
- Maximized Revenue
- Enhanced Productivity
- Better Customer Experience