Enhanced system efficiency and quoting processes
Data Protection Company specializes in advanced data backup and recovery, cloud and infrastructure management, retention, and compliance.
Unified the use of Salesforce CPQ across multiple product lines, ensuring consistency in the quoting process
Reduced the reliance on multiple quoting tools, streamlining operations and increasing overall efficiency
Set a foundation for further integration of renewals and other functionalities
Achieved a more effective operational performance by aligning with Salesforce best practices
Executive Sponsor
Industry
Products
Services
Challenges
Customer was using two different quoting tools across their operations
Their initial implementation of Salesforce CPQ was limited to one product line
They needed to integrate another product line into Salesforce CPQ without completely replacing their existing legacy quoting system
Results
Uptima enhanced sales and quoting process by integrating an additional product line into Salesforce CPQ:
Expanded Salesforce CPQ to include a new product line, aligning with their broader product strategy
Implemented additional Salesforce CPQ features, building on the foundation established in the initial rollout
Prepared for future integration phases, aiming to include renewals and other key functionalities in Salesforce CPQ