Hi-Tech Cloud Solution
A Hi-tech Cloud Solution Company Transforming Sales Operations with Salesforce and Integrated Solutions
Case Details
Industry:
IT (Software)
Company Size:
> $ 500 MM
Solution Implemented:
# of Users:
100+
Project Duration:
2 Yrs+
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Business Challenges
- Hi-Tech Cloud Solution faced limitations with their legacy quoting tool, including restrictions on the number of users and scalability issues, hindering their ability to meet the growing demands of their sales team and customer base.
- The need for customized CPQ amendment processes, such as cancel and replace quotes/opportunities, required leveraging CPQ APIs to overcome limitations and enhance flexibility in managing contract amendments effectively.
- Managing complex product offerings, including large and nested bundles with various pricing structures (one-time, subscription, and usage-based products), required sophisticated configuration and customization within Salesforce CPQ
Bluvium Solution
- Implemented Salesforce Sales Cloud, CPQ, Billing, Advanced Approval, and Community Cloud to streamline sales processes, automate quoting, billing, and approval workflows, and enhance collaboration within the sales community.
- Integrated Conga Composer and DocuSign with Salesforce CPQ and Billing to automate document generation, e-signature, and contract management processes, reducing manual efforts and accelerating deal closures
- Integrated DocGen (Nintex) with the BigMachine quoting tool to streamline document generation and quoting processes, ensuring consistency and accuracy in proposals and contracts
Business Value
- Implementation of Salesforce CPQ and Billing on top of the legacy quoting tool provided this company with improved scalability and flexibility, enabling them to accommodate the growing needs of their sales team and customer base seamlessly.
- Customized CPQ amendment processes, leveraging CPQ APIs, enhanced this company’s contract management capabilities, allowing for efficient handling of contract amendments, cancellations, and replacements, while avoiding CPQ limitation.
- Configuration of large and nested bundles within Salesforce CPQ enabled this company to manage complex product offerings effectively, simplifying pricing structures and enhancing sales efficiency.
