CPQ and Docusign
- Industry
- E-commerce
- Location
- Seattle, Washington, U.S.
- Goals
- Faster customer relationship management setup
Technologies Involved
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Sales Cloud
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CPQ
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Docusign
Transition to faster customer relationship management setup
Challenges
Our customer was facing multiple challenges; No Consistent processes to track leads and opportunities resulting in longer and inefficient sales processes. Leads managed in Emails, documents and spreadsheets leading to inconsistencies and variations from in different quotes. Leadership with limited visibility into Sales pipeline
The Solution
We developed the solution Working with Sales Consultants to understand Sales cycles and Quote Process and map it to Sales Cloud and CPQ. Minor customizations done to suit business processes. Added custom quoting and Contracting capabilities which not only improved the quote process but also provided efficiency for easy and secure signing of quotes using DocuSign. Customized Sales Cloud to provide reports on Leads and Opportunities based on business and management needs.
The Result
Upon completion of the project, following benefits were recognized by the customer. Consistent Quotes enforcing standardizations and better customer experience. Reduced Quote times (hours vs days). Improved Customer service, faster sales cycles and high visibility for management