Improved quoting process and sales efficiency
Enterprise Software Company delivers mission-critical technology solutions at scale.
Service team can utilize available discounts and approvals quickly and accurately for consistent pricing
Clients enjoy a simplified product selection process and improved user interface
A central application makes maintaining existing and implementing future pricing options more effective
Executive Sponsor
Industry
Products
Services
Challenges
Customer wanted to overcome scalability issues of existing CPQ system
Duplicative quoting systems, integrations, and processes were expensive
Midterm amendments were handled with hard-to-maintain custom code
Customer aimed to renew contracts using a multi-year uplift, renewing at the previous year's effective price plus uplift
They sought a process to track future options while continuing forecasting and reporting
Results
Uptima unified sales and quoting by integrating Salesforce CPQ:
Established a consistent, streamlined quoting process across their lines
Enhanced sales with a simplified product selection page
Centralized price calculations in Salesforce CPQ for visibility and reporting