Ed-tech company ($300M+) with outdated CPQ, no automated billing, and no revenue metrics.
8-year-old CPQ with manual workarounds and outdated pricing. Billing lacked automation causing delays and tax compliance issues. No robust revenue metrics tracking.
This $300M+ ed-tech company had an 8-year-old Salesforce CPQ system that had accumulated significant technical debt — outdated configurations, manual workarounds, and pricing logic that no longer matched current products. Billing lacked automation and integration, causing delays, errors, and tax compliance issues. There was no robust revenue metrics tracking, subscription renewal monitoring, or revenue forecasting.
The modernization required updating the aging CPQ without disrupting active deals, integrating Intacct for automated billing and invoicing, Avalara for multi-jurisdiction tax compliance, and Stripe for secure online payments — while simultaneously building Revenue Intelligence for subscription tracking and forecasting.
Technologies: CPQ, Billing, Revenue Intelligence, Intacct, Avalara, Stripe