Client background
Our client is an educational marketplace that provides professional development services. Its offering includes assessment and analytics for data-driven instruction, and next-generation digital curriculum.
Business challenge
The client’s sales process was slow and hard to manage. Four problems stood out:
- Quoting took too much time.
- Multi-year product delivery was difficult to manage.
- Tax calculations added complexity to every quote.
- Price-term approvals were hard to coordinate.
Project description
To give the sales team a better experience, SoftServe built a new workflow for quoting, pricing, invoicing, and payments on Salesforce CPQ.
The solution:
- Makes quote creation easier for users.
- Supports complex configurations that weren’t possible before.
- Tracks recurring revenue.
- Provides quote templates, so quotes look familiar and consistent and are less likely to contain errors during creation and processing.
Value delivered
- Faster decisions. An automated workflow streamlines quote approval and speeds up decision-making.
- Faster quoting. A seamless, integrated experience shortens quote preparation.
- Fewer errors. Automated pricing rules reduce manual work and human mistakes.
- Clearer visibility. Trend analysis reporting gives immediate insight and supports better decisions.
Conclusion
SoftServe replaced a slow, manual sales process with one connected workflow on Salesforce CPQ, covering quoting, pricing, invoicing, and payments. Sales teams now prepare quotes faster and make approval decisions sooner. They also make fewer pricing errors, and they can see trends in their data without waiting for a report.
