Increased cross-sell and upsell opportunities
Online Protection Company offers flexible solutions to enable customers with online safety services.
Reduced tough rate of quotes with the automated and data-based quoting process
Increased profitability and bookings
Improved user experience through a streamlined process
Increased cross-sell and upsell opportunitie
Executive Sponsor
Industry
Products
Services
Challenges
There were not any capabilities around product selection and configuration
There was not an easy integration to Salesforce Sales Cloud
Sales reps were exclusively depending on the internal quoting team for quoting
With the lack of CPQ in place, customer experienced long approval cycles for quotes, due to manual and custom-built systems used for quote and order validation
Inadequate quoting and ordering processes for renewals and amendments based on existing assets and entitlements
Results
Uptima introduced Guided Selling based on pre-configuration and bundling of products
Automatic quote and order validation with rule-base CPQ engine
Enabled renewals, swaps, upgrades, and cancellations based on assets & entitlements
Maped Sales Catalog and Product Configuration to Reseller's ordering system and to ERP (SAP)
Standardized business processes for a quote to order globally, supporting multi-currency and other localization requirements