JD Duarte


Jose Daniel Duarte Camacho builds a repeatable, scalable sales quote process by implementing Saleforce CPQ

The business world is in a constant state of evolution, and in order to ensure that operations run as smoothly and efficiently as possible, it’s important to interact timely and efficiently with the customer. Various tools have been created to automate many processes but ensuring sales goals are adhered to is a key component to growing the bottom line. No one knows this better than Jose Daniel Duarte Camacho, a leading businessman and entrepreneur in Costa Rica. This is why he has implemented Salesforce CPQ across several of his businesses. Camacho sees the move as a necessary step to ensure fluid sales transactions and positive revenue growth for the businesses. “The integration of CPQ into our already-successful channels will further define our commitment to the customer. It still gives the sales rep a certain amount of flexibility and personalization when dealing with his clients, which is highly desirable, but also will help to ensure that the rep is following company guidelines and maintaining his pulse on company sales goals,” notes Jose.

CPQ (Configure, Price, Quote) is Salesforce’s efficiency response to the sales channel. It allows sales reps to select the right items for each customer, every time, and also allows for on-the-fly quotes and discounts in order to provide almost immediate responses to the client. Additionally, using CPQ, sales reps can quickly create quotes and proposals that are neater and more professional, while adhering to formatting guidelines established by the company. By enforcing formatting, the company ensures that the reps are always using the right terminology that targets the specific customer. The inclusion of an eSignature component in CPQ means that the sales process can go from proposal to contract in minimal time. Key personnel in the organization can instantly be notified when contracts are signed, invoices are sent, or payments are received through the Salesforce application.

Salesforce is a cloud computing company based in San Francisco. Its main business is its highly-configurable Customer Relationship Management (CRM) application; however, in recent years has expanded to capitalize on commercial applications of social networking. It has a market value of more than $61 billion and is publicly traded on the New York Stock Exchange under the symbol CRM. As of August 2017, the company was generating more than $10 billion per year in revenue. Salesforce has repeatedly been recognized as a trendsetter and is ranked #1 in Innovation by Forbes. In the past 11 years, Salesforce has acquired a total of 44 companies or applications that have helped to make it one of the most robust cloud computing platforms available around the world.

The seasoned professional made his mark in the business world over 20 years ago when he opened his first operation, DecoCar, in Heredia, Costa Rica. That business sparked his entrepreneurial spirit and is still thriving today. Having evolved into a self-supporting activity, Jose has since expanded into an array of commercial interests, making him one of the most successful businessmen in Costa Rica. The Costa Rican native has proven himself as a successful entrepreneur at home and abroad. Time and time again, he has shown that he can turn his ideas into productive businesses and focuses his efforts on improving Costa Rica’s business community. Jose was also hand-picked to become a partner and Commercial Director of marketing company DLB Group Worldwide. DLB is an internationally-recognized marketing company with offices in Venezuela, Mexico and, with Jose’s appointment, Costa Rica. Jose was recruited directly by DLB founder, Larry Hernandez, to head operations in Costa Rica, and has been responsible for inking deals with companies like DirectTV, Audi, Subway and DHL.

He is always in the hunt for new opportunities and is currently leading the creation of a software development company. He has compiled a small team of highly skilled programmers and engineers that are working on a platform that will take software applications in an entirely new direction. “I’m so excited about what we’re creating that some nights I find it hard to sleep,” he explains. “I see where this is going and what we’re accomplishing, and I want to bring it to market as soon as humanly possible.”