Improved revenue forecasting
Irrigation & Agricultural Services Company helps businesses thrive with better industrial connectivity solutions. Every product and service they provide is an opportunity to expand the world's potential.
Gained efficiencies in the sales cycle
Improved data integrity from lead to cash
De-siloed business capabilities
Implemented better revenue forecasting
Achieved uniformity across all business units (sales, finance, fulfillment, etc.)
Executive Sponsor
Industry
Products
Services
Challenges
Customer needed a unified view of their people across different business units. It was heavily siloed before.
Desired to improve efficiencies around quoting and invoicing processes that were previously manual
Contract and renewal management for irrigation and invoicing was manual and was laden with inaccuracies
Different lines of business operated with their own processes
Customer needed to ensure we designed for the enterprise as a whole rather than just phase one of the projects
Results
Provided a 360-degree view of the customer's lead to cash by implementing SFDC CPQ + Billing
Automated the quoting and ordering process to include automated fulfillment via third-party fulfillment software
Automated billing, maintaining data integrity from quote to resulting invoice.
Centralized billing for the company to include usage billing from the external customer subscription management portal, maintaining data integrity from that system through to billing.
The automated order confirmation process provides a customer output for those quotes that are approved and ordered.