The client wanted to improve overall efficiency by moving away from the need to manually edit quotes.
The inconsistent data led to issues with contracts and renewal cycles.
Focused Solution: Salesforce CPQ
Integration of contract data within Salesforce CPQ
This upgrade ensured that all customers have accurate contract data, including start dates, end dates, and license tiers. By aligning new business with existing contracts, the client is able to streamline operations and eliminate discrepancies.
Simplified product price book
The client now has a price book which consolidates multiple product tiers and breaks them down based on duration and geographical locations. This reduced the need for manual edits and allowed end users to create accurate quotes directly within Salesforce.
Automated discounting approval process
Replacing the prior manual Excel-based system, Salesforce CPQ provided a sophisticated approval system which automates the entire discounting process.
By implementing Salesforce CPQ, the CloudKettle successfully addressed the challenges in contract management, streamlined the quoting process, and improved overall operational efficiency.
Key Success Metrics
With CloudKettle’s implementation of Salesforce CPQ, the Sales process has been streamlined, leading to significant time savings and improvement in the overall quality of quotes.
- 10+ hours per week: time saved by key executives on manual edits to contract
- 1 central location for all client, product, and contract data
- A simplified product price book
- The ability to generate multiple quotes at once
Our Commitment to Security
CloudKettle is fully SOC 2 Type 2 Audited and compliant. This means that we maintain the highest level of information security to ensure your sensitive information is handled safely and responsibly.
Our SOC 2 compliance ensures that we are managing data correctly in the five Trust Services Categories: security, availability, processing integrity, confidentiality, and privacy.
Get the Most out of
Salesforce isn’t always a standalone platform. We understand that getting the most out of your platform relies on architecting a heavily integrated ecosystem.
At CloudKettle, we deal with people, process, and technology holistically to roadmap scalable tactics for revenue generation. We begin with an audit, identify gaps, and build customized solutions and training for your organization.
Want to speak to a CloudKettle consultant about your Salesforce needs? Reach us at 1-800-878-4756 ext. 202, or fill out the form and one of our experts will be in touch.
Thank you for Contacting Us.
We will be in touch shortly. Usually, we are able to follow up on inquiries on the same business day.