Real Estate Data Platform Company
A Real Estate Data Company Streamlining Sales Operations with Salesforce Sales Cloud, CPQ, and Integration Solutions
Case Details
Industry:
IT – Software
Company Size:
> $ 100 MM
Solution Implemented:
SF Sales & CPQ
# of Users:
150+
Project Duration:
26 weeks
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Business Challenges
- Real Estate Data Company’s suite of sustainability software solutions presented complex configurations and pricing structures, making it challenging to accurately quote and present offerings to clients.
- The company’s diverse range of products and services required tailored quotes for each client, involving intricate pricing calculations and bundling options, leading to time-consuming manual processes and potential errors.
- Team encountered difficulties in the document signing process, including delays in obtaining signatures, tracking document status, and ensuring compliance with legal requirements, impeding the sales cycle.
Bluvium Solution
- Implemented Salesforce Sales Cloud to streamline lead management, opportunity tracking, and sales forecasting, providing a centralized platform for sales activities and data.
- Implemented Salesforce CPQ to automate the quoting process, allowing for dynamic product configurations, pricing calculations, and proposal generation tailored to each client’s requirements.
- Integrated Breadwinner NetSuite & DocuSign with Salesforce to synchronize product catalog, pricing data, and sales transactions, ensuring consistency between the two platforms and streamlining order processing and invoicing
Business Value
- Salesforce CPQ streamlined the quoting process by automatically generating accurate quotes based on product configurations, pricing rules, and bundling options, reducing quoting time and minimizing errors.
- This company experienced enhanced quote accuracy and efficiency with Salesforce CPQ, enabling sales representatives to create customized proposals quickly and accurately, leading to faster deal closures and improved customer satisfaction
- DocuSign integration facilitated a seamless document signing process within Salesforce, allowing this company to track document status in real-time, accelerate contract execution, and ensure compliance with legal requirements
