Modernizing Quote-to-Order with Salesforce ARM, ServiceNow CPQ, Plex ERP, and Boomi

Salesforce Agentforce Revenue Management + ServiceNow CPQ: Quote-to-Order Modernization

A leading manufacturer in the power generation space modernized its quote-to-order process by implementing Salesforce Agentforce Revenue Management (ARM) and ServiceNow CPQ, integrated with Plex ERP via Boomi. The result: a more scalable, connected, and customer-ready quoting experience.

Overview

With highly configurable products, engineering-driven special requests, and a need for greater cross-team coordination, the organization needed to move beyond its aging CPQ environment. Mountain Point partnered with the company to design and implement a modern quote-to-order framework that improved efficiency, reduced manual effort, and gave both sales teams and customers a better experience.

Challenge

The legacy CPQ solution could no longer keep pace with the business's complexity. Sales teams struggled to manage configurable products and special requests with speed and accuracy. Pricing visibility was inconsistent, customer-facing documentation was disconnected from configured products, and poor alignment between CPQ and ERP created friction across teams. Any modernization had to be managed carefully to avoid disrupting multiple business units running in parallel.

Solution: Salesforce ARM, ServiceNow CPQ, Plex ERP, and Boomi

Mountain Point led the transition to a modern revenue operations stack built on Salesforce Agentforce Revenue Management and ServiceNow CPQ. This new framework streamlined special request workflows, expanded support for multiple product configurations within standard ordering, and created a flexible foundation for future growth.

To connect front-end quoting with back-end fulfillment, Mountain Point integrated Salesforce with Plex ERP through Boomi — improving real-time data flow across systems and eliminating manual handoffs between teams. Dynamic document generation was connected directly to configured products, and pricing logic was enhanced to account for list price, margin calculations, and key product attributes. The rollout was carefully staged to drive adoption without disrupting broader operations.

Outcomes

With Salesforce ARM, ServiceNow CPQ, Plex ERP, and Boomi working together, the company gained:

By modernizing quote-to-order operations on a connected Salesforce + ServiceNow + Plex stack, the organization is better positioned to support complexity, improve efficiency, and strengthen long-term customer relationships.