Implementing Configure Price Quote Solution in a complex B2B CompanyCloud transformation & analytics
Enhanced sales efficiency, improved pricing accuracy, increased revenue, seamless sales process, improved customer retention, and faster sales cycles.
Challenge
The client struggled with complex product models, discounting requirements, and manual processes in the B2B segment, leading to difficulties in introducing new products and changing prices. Quote revisions, amendments, and longer lead-to-quote and quote-to-order cycle times resulted in data inconsistencies and challenges with product availability.
Business Solution
- Implemented CPQ (Configure, Price, Quote) solution customized to client requirements.
- Integrated CPQ with Salesforce CRM, NetSuite, and other systems for seamless data flow.
- Addressed complex product configuration and advanced pricing and discounting requirements.
- Streamlined quote management and order processing for efficient sales operations.
- Automated quote-to-cash process for faster sales cycles and revenue recognition.
Tech
Solution
The solution involved customizing Salesforce CPQ to handle complex product configuration, advanced pricing, and discounting. Integrations with Salesforce CRM and other systems streamlined quote management and order processing. Additional features included document generation, e-signature, and analytics. The implementation approach encompassed solution design, rule setup, customization, integrations, testing, training, and support.
How can we help you?
We have helped clients across Asia, Europe, and Americas to transform their challenges into impactful improvements.
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Amanda Seyfried
Sales & Marketing