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
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