Decreased sales cycle time
Enterprise Heating, Ventilation & Air Company is a manufacturer of energy-efficient heating and air conditioning systems for the home.
Persisted the asset IDs quote lines through to a service flow
Simplified the quoting process
Decreased sales cycle time
Executive Sponsor
Executive Vice President, SAM
Industry
Maintenance & Install Services
Products
Salesforce CPQ, DocuSign CLM
Services
Transformation & Implementation, Contract Lifecycle Management
Challenges
Customer suffered from operational efficiency and scalability in their systems. They had no clear way into asset history for traceability and regulatory compliance
Customer wanted visibility into cost and pricing to support service agreements and repair quotes
Associating assets to service jobs was difficult
Needed integrations to external systems to automate order flows
Results
Uptima implemented Salesforce CPQ and CLM to transform their quoting process
Uptima deployed CPQ, DocuSign CLM
DellBoomi was used to integrate to Astea & Oracle
Automated service agreement templates
Utilized DocuSign e-Signature
Gave sales reps control of cost plus margin pricing