Software
Education Management Leader Leverages Salesforce Platform to Streamline Quote and Contract Configuration Process
Our educational marketplace client provides professional development services, including assessment and analytics for data-driven instruction and next-generation digital curriculum.
Business Challenge
Our client experienced problems with optimizing and streamlining the sales process:
- Time-consuming quoting
- Managing multi-year product delivery
- Tax calculations
- Managing price terms approvals
Project Description
To enable enhanced sales experience SoftServe developed a completely new workflow for quoting, pricing, invoicing and payments based on Salesforce CPQ.
The Salesforce platform:
- Improves user experience during quote creation
- Supports complex configurations that were not possible before
- Enables recurring revenue tracking
- Provides quote templates which increases consistency and familiarity with the user, while reducing errors in creation and processing of quotes
Value Delivered
- Automated workflow to streamline quote approval process and improve efficiency and speed of decision making
- A seamless, integrated user experience accelerates the quote preparation process
- Automating pricing rules allowed to our client to reduce manual work and human errors
- Trend analysis reporting provides immediate visibility and supports better decision making
