Dover, 19901, DE,
United States
Dextara Digital
Dextara Digital, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Dextara Digital collaboration with software players such as Dextara Digital empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Dextara Digital | Dextara Digital | Dextara CPQ | Configure Price Quote (CPQ) | SPM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Clearsight Center | Healthcare | 26 | $3M | United States | Dextara Digital | Dextara CPQ | Configure Price Quote (CPQ) | 2024 |
In 2024, Clearsight Center implemented Dextara CPQ, a Configure Price Quote (CPQ) application, with Dextara Digital acting as the implementation partner. The Dextara CPQ deployment was positioned to extend Salesforce Sales Cloud capabilities while aligning with existing Salesforce Health Cloud and Sales Cloud deployments that centralized patient management, scheduling and lead-to-patient workflows.
Implementation work concentrated on Configure Price Quote (CPQ) functional modules common to the category, including configurable service catalogs, pricing rule engines, quote generation templates and approval workflow configuration. Dextara CPQ was configured to reflect Clearsight Center's clinic pricing models and bundled ophthalmic service offerings, keeping configuration complexity proportionate to the organization's scale.
The Dextara CPQ instance was integrated with Salesforce Sales Cloud and Health Cloud to synchronize account, opportunity and patient lead records, enabling quotes to follow the established lead-to-patient operational flow. Operational coverage targeted sales and clinic administrative functions, linking quoting and pricing processes into scheduling and patient intake records to preserve end-to-end workflow continuity.
Governance focused on role based access controls, approval routing for clinical and commercial roles and a change control approach that prioritized configuration of pricing rules over code level changes. The Salesforce Health Cloud and Sales Cloud deployments are recorded to have improved reporting and operational agility, and Dextara CPQ was implemented to automate pricing and quote orchestration within that CRM environment.
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Donegal Insurance Group | Insurance | 1000 | $989M | United States | Dextara Digital | Dextara CPQ | Configure Price Quote (CPQ) | 2023 |
In 2023, Donegal Insurance Group implemented Dextara CPQ, a Configure Price Quote (CPQ) application. The deployment was part of a Salesforce-based CRM modernization led by Dextara Digital and focused on agency quoting and policyholder workflow improvements across the United States.
Dextara CPQ was configured to deliver core Configure Price Quote (CPQ) capabilities including quote generation, configurable product and rate catalogs, approval workflow automation, and quote versioning to support insurance agent quoting processes. Configurations emphasized insurance pricing rules and quote to bind orchestration consistent with CPQ functional patterns for commercial insurance products.
The implementation integrated Dextara CPQ with the Salesforce-based CRM and with agency management and insurance systems to enable a single pane for quoting and policy handoff across sales, agency operations, and policy administration teams. Integration work was executed through API based connectors and data synchronization to reduce manual handoffs and maintain consistent policyholder data across systems.
Dextara Digital led configuration, testing, and a phased rollout with governance controls for pricing rule changes and approval delegation. Operational governance included role based access controls, change management for underwriting and agency workflows, and training for agency users to adopt the Configure Price Quote (CPQ) driven quoting process.
Customer reporting from the engagement noted smoother integrations and improved operational efficiency following the implementation. The scope of the implementation remained focused on Donegal Insurance Group operations within the United States and on agency management and policyholder workflow functions.
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OneTouch Direct | Professional Services | 2100 | $250M | United States | Dextara Digital | Dextara CPQ | Configure Price Quote (CPQ) | 2022 |
In 2022, OneTouch Direct engaged Dextara Digital in a Salesforce CRM, reporting, and analytics program, and is inferred to have extended that engagement to implement Dextara CPQ, a Configure Price Quote (CPQ) application. The Salesforce work explicitly targeted contact center operations in the United States, delivering improved visibility and dashboards to improve customer interactions and reporting across those sites. The narrative links Dextara Digital as the systems integrator for the broader Salesforce initiative.
The inferred Dextara CPQ implementation would align with standard Configure Price Quote (CPQ) capabilities, focusing on product catalog configuration, pricing rule engines, guided selling, quote generation, and approval workflows to standardize quoting behavior. Configuration and automation effort likely centered on templated quote outputs and rule-based pricing to support contact-center driven quoting and to reduce manual configuration steps during customer interactions.
Integration scope is grounded in the confirmed Salesforce CRM and analytics work delivered by Dextara Digital, therefore Dextara CPQ would be expected to integrate with the Salesforce CRM instance and the reporting layer that provided the visibility and dashboards. Operational coverage is concentrated on sales and contact-center quoting processes in the United States, reflecting the areas where visibility and reporting were already improved.
Governance and workflow changes would be consistent with CPQ adoption, including centralized price book governance, formalized approval routing, and configuration of sales operations controls by Dextara Digital. The testimonial documents improved visibility and dashboards from the Salesforce engagement, and the CPQ implementation is inferred as a complementary step to extend those capabilities into quote orchestration and pricing governance by OneTouch Direct.
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