Improved traceability, tracking quote through the sales process
Digital Delivery & Management Consulting Co. helps design and construct a way that’s both efficient and sustainable.
Reassured that Salesforce CPQ and DocuSign CLM were the right fit for the customer to transform their business
Improved traceability and tracking quotes through the sales process
Improved user experience
Streamlined signature processes via Docusign CLM, including repository and 3rd party paper
Achieved a single, consolidated solution for CPQ & CLM that significantly improved customer and business experience
Executive Sponsor
Industry
Products
Services
Challenges
Customer needed to streamline and automate not only their pipeline, but contracting, quoting, ordering, and billing processes as well
Customer previously engaged a competitor as the delivery partner, but the process was unsuccessful
Customer was looking to improve the user experience
Wanted to maximize their revenue with faster quote generation and sales agreement automation
Results
Uptima implemented Salesforce CPQ and DocuSign eSignature to meet back-office order management needs
Standard Sales Cloud for Opportunity management with proper security settings
Client defined a list price for all products with amendment and renewal capabilities
Standardized and automated discount approvals
Order information integration to customer’s order management system via Dell Boomi
Automated quote output generation and signature process