Hi Tech Revenue Enablement Company
Hi Tech Revenue Enablement Company Creating faster quoting process with Salesforce CPQ
Case Details
Industry:
IT –(Software)
Company Size:
> $ 300 MM
Solution Implemented:
Salesforce CPQ &
DocuSign
# of Users:
100+
Project Duration:
28 weeks
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Business Challenges
- Hi Tech Revenue Enablement Company’s sales team grappled with manual quoting processes, leading to delays and inaccuracies in generating quotes for customers, impacting sales productivity and customer satisfaction.
- The quoting process was inefficient w/ all approvals requiring manual review from management.
- The contract signing process was time-consuming and cumbersome, involving multiple steps, resulting in delays in finalizing deals and revenue recognition.
- The contracting process was also largely manual, conducted via email between the Sales and Contracts team.
Bluvium Solution
- Our three-fold approach incorporated project management, solution architecting, and declarative development, the combination of which helped the company’s operational efficiencies through smart platform design and integration.
- Configured Salesforce CPQ to streamline quoting processes, automate pricing calculations, and generate accurate quotes tailored to each customer’s requirements, enhancing sales efficiency and accuracy.
- Integrated DocuSign with Salesforce CPQ to automate the contract signing process, enabling electronic signatures, real-time tracking, and secure document storage, expediting deal closures and improving contract management.
Business Value
- Salesforce CPQ integration streamlined this company’s quoting processes, reducing manual efforts and errors, and enabling sales representatives to generate quotes quickly and accurately, leading to improved sales productivity and customer satisfaction.
- Integration with DocuSign expedited the contract signing process by enabling electronic signatures, real-time tracking, and automated reminders, reducing the time taken to finalize deals and recognize revenue, thus improving cash flow and forecasting accuracy.
- Streamlined quoting and contract signing processes improved the overall customer experience, enabling this company to deliver a seamless and efficient sales process, enhancing customer satisfaction, and strengthening relationships with clients.
