Delivered 7x Faster Quoting for Global Leader in Investigative Analytics
12 Month Project
- 7X Faster Quoting – Automatic Selection & Guided selling
- Enhanced Customer Satisfaction – Fast, clear, and standardized sales process improved the experience
- Streamlined Approvals – CPQ for Automation & Compliance
- 360 Visibility – Pipeline, forecast, and bookings
- Increased Recurring Revenue – Pipeline, forecast, and bookings
Executive Sponsor
Applications Manager
Industry
Software
Products
Logik.AI
Services
Transformation & Implementation
Challenges
After 2 failed CPQ implementations in 5 years, client needed a partner that could achieve success. They needed to streamline and automate their quoting and ordering processes to improve the customer experience, simplify product structure, increase user adoption, and shorten the sales cycle.
Results
Streamlined client's quoting and ordering processes. They implemented Salesforce CPQ and Logik.ai for a better user experience. The solution included automated approvals, a simplified products structure, and change management to drive adoption.