Delta Millworks
A premium wood products manufacturer was quoting complex custom orders in spreadsheets and running operations without an ERP. Cloud Nerd implemented Salesforce CPQ, led a NetSuite gap analysis, and delivered a full NetSuite implementation — closing the quote-to-cash gap.
Engagement at a glance
Salesforce CPQ
NetSuite ERPSalesforce Sales CloudCPQ + NetSuite gap analysis + ERP implementation
Configurable product bundles built in CPQ
Channel-specific price books with discount enforcement
Professional PDF quote generation from CPQ
Delta Millworks' product catalog is inherently complex — hundreds of wood species, dimensions, treatments, and finish combinations, each with channel-specific pricing and volume discounts. Sales reps navigated this entirely through institutional knowledge and spreadsheets. A single quote took hours to build and errors were common. There was no ERP to connect approved quotes to production or inventory.
Cloud Nerd implemented Salesforce CPQ with configurable product bundles, channel-specific price books, discount schedule enforcement, and professional branded PDF quote generation. Following CPQ go-live, Cloud Nerd conducted a structured NetSuite gap analysis and was awarded the full NetSuite ERP implementation — creating a connected quote-to-production-to-invoice workflow for the first time.
Delta Millworks sales reps now configure complex wood product quotes in Salesforce CPQ with built-in guardrails: required configurations are enforced, channel pricing applied automatically, and professional PDF quotes generated instantly. Approved quotes flow into NetSuite for production planning and inventory allocation — no manual re-entry.
Reps assembled quotes by hand, calculating pricing and configurations from memory. With hundreds of product variables and channel-specific pricing, errors were frequent and margin risk was real.
Once a quote became an order, there was no automated path to production planning or inventory. Operations teams re-entered every order manually into separate systems.
Delta's custom product catalog required an ERP that could support configurable items, multi-location inventory, and custom manufacturing workflows — none of which their prior tools could handle.
Cloud Nerd modeled Delta's complex product catalog as CPQ Product Bundles with parent-child relationships. Multiple Price Books enforce channel-specific pricing. Discount schedules enforce approval thresholds. Professional branded PDF quotes are generated automatically.
Cloud Nerd conducted a structured gap analysis — reviewing Delta's production, inventory, and finance workflows; mapping them to NetSuite's native capabilities; and producing a detailed implementation recommendation with full phasing and scope.
Based on the gap analysis recommendation, Delta Millworks awarded Cloud Nerd the full NetSuite implementation — connecting CPQ-approved quotes to manufacturing, inventory, and financial management.
Quoting replaces spreadsheets — configurations enforced, pricing automatic
Channel pricing applied automatically on every quote
Approved CPQ quotes flow directly into NetSuite
Generated instantly from CPQ — professional, branded output
What's next
Delta Millworks continues to optimize the Salesforce CPQ and NetSuite ERP integration — with opportunities to extend CPQ to additional product lines, automate inventory-driven quoting, and connect dealer network portals through Salesforce Experience Cloud.
Technologies in this engagement
Salesforce CPQ
NetSuite ERPSalesforce Sales CloudReady to do this?
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