Overview
A strategic advisory and risk intelligence firm helps businesses manage risks through advisory, due diligence, investigations, and analysis.
INDUSTRY
Risk Management
SERVICES/PLATFORMS
Assessment-SFDC Implementation
Our client, a strategic advisory and risk intelligence firm, helps businesses manage risks through advisory, due diligence, investigations, and analysis. They sought a partner to assess their Salesforce-based CPQ solution and make it viable for AppExchange listing.
Friction Points
- Inefficient Proposal Management: Limited automation and integration hindered sales team efficiency.
- Quoting Accuracy Issues: Misaligned pricing and configuration complexities affected quote-to-cash processes.
- Integration Gaps: Inefficiencies in CPQ integration with other Salesforce modules delayed approvals and slowed sales cycles.
Solution
- Proposal Management Review: Analyzed Salesforce CPQ’s role in the proposal management process to identify improvement areas.
- CPQ Utilization Analysis: Evaluated CPQ functionality to enhance automation, align pricing strategies, and improve quoting accuracy.
- Gap Identification: Identified inefficiencies in CPQ integration with Salesforce modules and recommended optimizations for approval workflows and product configurations.
Impact
- CPQ Assessment Report: Delivered a detailed report with prioritized recommendations for improving CPQ functionality.
- Action Plan for CPQ optimization: Created an action plan to generate quotes faster and streamline approvals.
- Risk Mitigation: Provided strategies to align pricing with business goals and minimize risks in the sales process