anchor glass clouds




Anchor Glass believes in creating, customizing, shipping & collaborating with their clients to create unique and functional glass containers. Through their diverse machine capabilities, Anchor Glass can operate short-, medium- and long-runs to produce flint, amber and black glass containers.

Company Size

2,800 Employees


Tampa, FL


Improved Sales and Quoting Efficiencies with Sales Cloud

The Challenge

  • Anchor Glass wanted to improve & automate internal sales processes and deploy efficient, real-time pipeline management.
  • Needed an automated way to create pricing requests and quotes with custom Terms & Conditions, right from the opportunity record.
  • Wanted to improve their reporting capabilities and the speed of creating key dashboards.
  • Field reps needed tools that were mobile friendly and accessible on the go.
  • Wanted efficient way to document competitive intel inside Salesforce.
  • Desire to enhance service to key clients

The Solution

  • Implemented new instance of Sales Cloud, migrating client, pipeline & historical purchasing data.
  • The Configero Grid, an Excel-like overlay for Salesforce, was implemented in order to enhance data visibility & user adoption.
  • Chatter Group & custom @ mentions were triggered on competitor names to consolidate & track Market Intel.
  • Used Salesforce Flows to provide branched logic that walks reps through each type of pricing request, and then submits for approval through appropriate channels.
  • Used Conga Conductor to create complex quotes that auto-derive the correct T’s & C’s based on data provided on the opportunity and account record.
  • Created custom Service Scorecard object to track KPIs on service delivery to key customers.
  • Designed custom reports & dashboards to visualize pipeline.

The Results

  • The new instance of Salesforce provides operational control & visibility for both the Sales team and executives.
  • Pricing requests are streamlined and linked to opportunities in the pipeline for reporting.
  • Approval processes that used to take a week or more are now completed in minutes.
  • Improved team collaboration by leveraging automated notifications and approval routing.
  • Reps can contribute timely market intel and gain visibility to industry knowledge gathered by their peers.
  • Anchor now has a standard quote template with custom Terms & Conditions that can quickly be created by reps.