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Agentic Sales & Quoting solution

Wellverse customer success story on the implementation of a KPMG, Salesforce, and Google solution for sales and quoting.

Is winning today about speed—or something else? Truly winning isn't about moving faster; it's about operating differently. With the KPMG sales and quoting solution built on Salesforce Agentforce and Google Gemini, you can take quoting from hours to minutes.

This isn't just about creating quotes faster—it's about creating them smarter. Every day a quote sits is a day a health system waits on critical supplies. We're building the future of selling, transforming your sales platform from a place where work is tracked into where work gets done.

Agentic Sales & Quoting solution

Agentic Sales & Quoting solution

Transcript

Voiceover: [00:00:00] Winning companies aren't just moving faster, they're operating differently with intelligence built into every decision, every workflow, and every customer interaction. At Wellverse, we're not waiting for the future of selling, we're building it because every deal we win faster means one more health system better equipped to care for patients.

Mark Snodgrass: You need to put intelligence in every decision and do it fast. How do you put that intelligence into your [00:00:30] workflow? Before we had the tool, there was tons of manual processes, and that took time, that took handoffs, that took translation. It was a ton of work.

Ellery Fisher: So if we can take the time scraping the catalog by hand, looking for products, and do that with automation, it frees up time and energy to really go deeper in finding ways to help our customers and to solve problems.

Mark Snodgrass: All of the things that you have to do before that were manual, the tool can then translate that information for the rep and they can start to get work on what is the value proposition for the customer.

Colston Carr: Gemini is acting as the [00:01:00] intelligence layer. It's taking product information, item inventory, pricing quotes, and competitive market intelligence, and enabling the seller to create a competitive quote in real time.

Hank Yang: As we started to really develop the solution, being methodical about how are we bringing a solution that will drive value for customers and understanding where they're coming from was key to the intelligence that was built behind it.

Kyrsten Musich: It's an agent built right into your sales experience. The speed at which you can do things, the way that you can have repeatable conversations, whether it's [00:01:30] with your customers or your sales teams, is all built there, accessible, not jumping from place to place.

Ellery Fisher: There's a huge opportunity, and we have committed to be first in leading our industry into that

KPMG Receives Salesforce 2027 Partner of the Year Award for Agentic Value

KPMG Recognized for Leading the Charge in Helping Clients with Agentic Transformation within Salesforce Ecosystem

Meet our team

Image of Hank Yang
Hank Yang
Principal, Customer Advisory, KPMG US

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