Implemented quoting process and automated billing
Identity Verification Company delivers customizable authentication solutions for businesses.
Enhanced efficiency in quoting and billing processes, leading to a more streamlined sales cycle
Improved sales experience with faster and more accurate quote generation
Successfully automated processes that had previously failed implementation
Executive Sponsor
VP Operations
Industry
Technology
Products
Salesforce CPQ, Salesforce Billing
Services
Transformation & Implementation
Challenges
Customer encountered difficulties with previous system implementation
Their unique quoting process required a specialized approach to streamline effectively
They needed to improve their sales experience and reduce the time taken to generate and present customer quotes
Results
Uptima addressed these challenges by implementing Salesforce CPQ and Salesforce Billing:
Simplified the quoting process
Automated the billing process
Tailored solutions to align with their unique quoting process