Procore & Veles: Streamlining Pricing Workflows for Collaborative Selling
The Challenge:
As Procore’s sales team scaled and deals became more complex, their Salesforce CPQ system couldn’t support collaborative, flexible pricing conversations. Sales reps were forced to use homegrown solutions and spreadsheets to present multiple pricing scenarios, leading to inefficiencies, errors, and lost time.
The Solution:
Procore partnered with Veles to implement a collaborative pricing interface that integrates directly with Salesforce CPQ. Veles enabled reps to configure and present multiple pricing options quickly, work with team members in real-time, and generate quotes directly into CPQ without duplicative data entry.
The Result:
Faster Sales Cycles: Reps could create and adjust pricing on the fly, accelerating customer conversations and quote approvals.
Improved Collaboration: Sales, sales ops, and managers collaborated in real-time within one shared pricing environment.
Higher Quote Accuracy & Efficiency: Manual work was eliminated, reducing pricing errors and saving reps hours each month.
Procore Technologies, a leader in construction technology, has always prioritized transparency and customer success. As their sales team expanded, so did the complexity of their deals. Buyers increasingly wanted tailored, flexible pricing discussions, often requiring side-by-side comparisons of different configurations—be it product bundles, usage tiers, or contract terms.
However, Procore’s existing tools made this ideal difficult to achieve. While Salesforce CPQ supported their quote-to-cash process, it wasn’t built to handle the dynamic, customer-facing part of modern sales. Sales reps couldn’t easily present multiple pricing options in one place. The workaround? Manually building pricing scenarios in spreadsheets.
These spreadsheets were a short-term fix, but a long-term problem. They added friction to the sales process, made collaboration harder, and pulled reps away from engaging conversations with buyers. Sales teams spent more time copy-pasting and version control than on selling.
“We wanted to give our customers a transparent, tailored pricing experience without burdening our reps with tedious manual work. Our team needed a solution that could handle complex pricing scenarios and let us work together seamlessly. Spreadsheets just weren’t cutting it.”
That’s when Procore partnered with Veles—a platform purpose-built for sales teams navigating the new realities of enterprise pricing. Veles’ Sales Calculator offered an intuitive, collaborative interface that would sit on top of Salesforce CPQ and bring pricing workflows into the modern age.
From the moment it was rolled out, Veles transformed the Procore sales process. Reps could open Veles and, within minutes, create multiple pricing scenarios, adjust products or packaging, and instantly visualize the impact—all from a single screen.
The power of Veles wasn’t just in speed—it was in collaboration. Sales engineers, deal desk analysts, and managers could all jump into the same quote in real time, making comments, tweaks, and approvals faster than ever. Reps and leaders worked together like co-authors on pricing proposals, drastically reducing the back-and-forth that once bogged down deal cycles.
When a pricing configuration was finalized, Veles pushed the quote directly into Salesforce CPQ. All pricing details—including line items, discounts, and terms—flowed seamlessly into Procore’s official quote and contract process, ensuring data consistency and eliminating errors caused by re-entry.
“Veles made our pricing process remarkably simple. Now a rep can build a professional quote with multiple options in minutes. It used to take hours of back-and-forth. The team embraced Veles right away because it feels natural and saves so much hassle.”
Beyond ease of use, the rollout also made onboarding new reps easier. Veles’s guided logic acted like a pricing co-pilot, enabling newer sellers to confidently build quotes without needing deep familiarity with CPQ rules or spreadsheet formulas. Sales managers noticed that new hires became productive faster—another compounding benefit of a simplified workflow.
Operational efficiency followed. Sales reps saved hours each month, formerly lost to spreadsheet management and duplicative quoting steps. Sales ops estimated that each rep avoided hundreds of clicks per quote, streamlining the quote-to-cash pipeline. Fewer manual steps also meant fewer pricing errors, enabling reps to deliver more accurate proposals on the first try.
Most importantly, customer interactions improved. Procore’s buyers now saw clear, professional pricing options during meetings instead of waiting days for follow-up. Thanks to the transparency and flexibility Veles empowered, trust was built earlier in the process.
“Customers love the clarity. We’re able to present three different pricing models live on a call, walk through them visually, and make changes together. It completely changes the tone of the conversation.”
The partnership between Procore and Veles illustrates the impact of modernizing pricing workflows. In a matter of weeks, Procore’s team went from manual processes to orchestrating collaborative, real-time pricing proposals that reinforced their customer-first culture.
By simplifying quoting, empowering collaboration, and integrating seamlessly with CPQ, Veles helped Procore unlock a better sales experience—not just for reps, but for every buyer they serve.