Transforming Sales Operations with Salesforce & Integrated Solutions
Revamped sales operations for a global electronics leader by integrating Salesforce solutions, automating workflows, and enhancing visibility to drive faster, more efficient deal closures.
Case Details
Industry: Customer Experience (CX) Software
Company Revenue: > $1.5B
Solutions Implemented: Salesforce Sales Cloud, CPQ, Billing, Advanced Approvals, Community Cloud, DocuSign, Conga Composer, DocGen (Nintex), BigMachine
Users: 100+
Project Duration: Since 2019
Delivery Model: Collaborative engagement with client, working as a single integrated team across the US, Canada, and India.
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Business Challenges
- Legacy quoting tool had scalability issues and user limitations, restricting sales growth.
- Complex CPQ amendment processes (e.g., cancel/replace quotes) required API-based customization to enhance flexibility.
- Managing large product bundles with various pricing models (one-time, subscription, usage-based) needed sophisticated CPQ configurations.
- Continuous need for enhancements and new product introductions (NPIs) required an agile and scalable approach.
Bluvium Solution
- Implemented Salesforce Sales Cloud, CPQ, and Billing to streamline quoting, approvals, and contract management.
- Integrated Conga Composer & DocuSign to automate document generation, e-signatures, and contract workflows, reducing manual effort.
- Customized CPQ APIs to enhance amendment processes, ensuring seamless contract changes.
- Integrated DocGen (Nintex) & BigMachine to standardize quoting, improve accuracy, and enhance contract consistency.
- Established a dedicated cross-functional team that operates within the client’s Salesforce org, managing all ongoing enhancements and NPIs in alignment with business needs.
Business Value
- Enhanced scalability & flexibility, enabling the sales team to handle increased demand effortlessly.
- Automated amendment processes, improving contract management efficiency.
- Optimized CPQ for complex bundles, simplifying pricing structures and boosting sales efficiency.
- Seamless new product introductions (NPIs), ensuring rapid go-to-market capabilities with efficient CPQ and billing workflows.
- Long-term partnership approach, ensuring continuous innovation and support within the client’s Salesforce environment.
