AI Product Solution Company
An AI Product Solution Company Optimizing Sales Processes with Salesforce Sales Cloud, CPQ, and Integration Solutions
Case Details
Industry:
IT – Software (AI)
Company Size:
> $ 500 MM
Solution Implemented:
SF Sales & CPQ
# of Users:
50+
Project Duration:
weeks
Let’s Connect
Business Challenges
- AI Product Solution Company’s diverse portfolio of AI solutions required intricate quoting and pricing processes to accommodate various customer requirements and configurations, leading to manual errors and delays.
- Data was fragmented which presented challenges in data synchronization, workflow automation, and maintaining system integrity.
- The client had to approve many separate quotes and it created a long sales process and massive internal effort.
Bluvium Solution
- Configured Salesforce Sales Cloud & CPQ to streamline lead management, opportunity tracking, automate the quoting process, pricing calculation providing a centralized platform for sales activities and data.
- Integrated DealHub with Salesforce CPQ to streamline the quote-to-contract process, enabling automated approvals accelerating deal closure and improving sales efficiency.
- Integrated AWS for seamless data exchange and storage,
- Integrated Visual Compliance to automate compliance checks ensuring adherence to regulations and minimizing compliance risks.
Business Value
- Salesforce CPQ streamlined quoting and pricing processes, enabling sales representatives to generate accurate quotes quickly and efficiently.
- Integration with DealHub, AWS, and Visual Compliance facilitated seamless data exchange and workflow automation, ensuring real-time access to critical information
and improving collaboration across teams. - Sales Cloud helped improve Sales productivity and efficiency by providing a unified platform for sales activities, data management, and compliance processes, enabling sales teams to focus more on selling and less on administrative tasks.
