Improving PCI’s Proposal Efficiency With Our Salesforce® Quote Importing Solution

The Mint® Salesforce® quote importing solution enabled PCI Pharma Services to transform a complex, high-volume quoting process into a scalable, streamlined workflow, unlocking efficiency, accuracy, and better business planning. With over 7,500 employees across 15 global sites, PCI needed more than just automation; they needed a trusted partner who could turn Salesforce® into a strategic business asset. That’s where Mint® delivered.

As part of PCI ’s acquisition-driven growth, quoting methods had become inconsistent across divisions. The Commercial division required long-term project forecasting, while the Clinical team needed flexibility for short-term proposals, both generating up to 40 quotes per week. Mint® worked closely with stakeholders across PCI to deliver a tailored Salesforce® solution that brought structure, speed, and accuracy to their quoting process.

At the heart of this project was a fully customised Sales Quote Import Routine built directly into PCI’s Salesforce® instance. Mint® introduced:

• Bulk CSV Uploads: Users can now import up to 50 quote line items at once, eliminating repetitive manual entry.
• Automated RFQ Flow: Guided prompts ensure data consistency and completeness from the start.
• Built-In Validation: Smart error-checking flags missing or incorrect information before submission.
• Enhanced Quote Structure: Standardised formatting supports better cost forecasting and division-wide reporting.

With Mint®’s quote importing solution, PCI now benefits from faster turnaround times, reduced admin burden, and improved forecasting visibility. Business development teams spend less time inputting data and more time focusing on strategic client engagement.

But the impact went beyond efficiency. Mint®’s deep Salesforce® expertise and collaborative approach earned PCI’s trust as a long-term partner. The solution wasn’t just delivered, it was designed to scale and adapt as PCI evolves.

“Mint® were extremely responsive. They never told us something couldn’t be done and they came up with excellent solutions that we can now tailor even more as we use the system over time.”
— Luke Paton, Global BD Operations Specialist, PCI Pharma Services

The Mint® Salesforce® quote importing solution turns complexity into confidence, with results that speak for themselves. Ready to bring consistency and clarity to your quoting process? Let’s talk today.