CPQ

Salesforce, Simple Solutions for Complex Connections.

Business Needs:

Lead + Opportunity Management
Configure-Price-Quote
Contract Lifecycle Management
Billing & Revenue Management
Supply Chain and Inventory Management
Sales Incentives

Our Clients:

For many organizations, the Quote-to-Revenue process is siloed across Sales, Operations, and Finance with no way to measure effectiveness or provide a 360-degree view. Stakeholders are forced to use disparate systems to obtain information, view and perform critical business functions such as configuration, pricing, product bundling, contracting, or sales incentives.

We help our client realize the full value of the Salesforce and provide a Quote-to-Revenue process that links the front-office to the core Finance functions of the office of the CFO and ensures complete visibility from customer engagement to billing.

Organizational Benefits:

- Eliminate multiple legacy technologies and deliver Q2R simplicity with Salesforce CPQ and Billing

- Achieve a seamless, integrated, and consistent process across the Lead to revenue recognition process

- Modernize your Q2R process, enabling your people and streamline internal technology dependencies and disparate systems

- Gain insight into the entire sales and fulfillment channel by offering a single interface across CRM, Operations, and Finance by integrating Anaplan and Salesforce

Address business risks head on by automating the contract creation, authoring, and management of complex contracts with SpringCM and Salesforce

OFFERINGS:

Health Check – Evaluate the performance, usability, and scale of your current Salesforce or SFDC CPQ implementation

CPQ & Billing Kickstart – Pre-Baked solution to accelerate our clients time to value

Integrated Solutions to CLM – Contract and Document Management, Leveraging SpringCM

Integrated solution to ERP and Financial Systems –NetSuite and Intacct and Microsoft GP

Managed Services – Maintain and scale your Salesforce organization

Training and Enablement – virtual or onsite as well as multiple options for train the trainer or users

Like Sleeping on a Cloud, Data Paths

Social Presence