The challenge
Reorganize and streamline the CPQ process, automate sales processes, refine sales reporting and increase adoption of the solution.What we did
- Ran a workshop to identify the most significant pains and performed processes analysis
- Proposed solution optimization
- Reconfigured the custom CPQ and fixed bugs
- Configured and developed Salesforce solution to improve quote layouts, automated sub-processes within Sales Cloud and made reporting more accurate
- Provided training sessions for users and administrators
Effects
- Quoting process correctly reflected in the system
- Automated and efficient CPQ process
- Trained and informed users and administrators