Optimized quoting processes and enhanced CPQ functionality to boost productivity
Security Software Company provides content delivery network services, cloud cybersecurity, DDoS mitigation, and domain registration services.
Improved system utilization and effectiveness
Reduced time spent on manual work and increased efficiency
Implemented smoother and more reliable end-to-end processes
Enhanced operational performance and compliance by aligning with Salesforce best practices
Executive Sponsor
Industry
Products
Services
Challenges
Customer faced a myriad of challenges that hindered the optimal use of CPQ and necessitated extensive manual intervention
Existing processes and use cases pushed the boundaries of CPQ’s inherent functionality
The customization of APEX solutions hindered the full utilization of native CPQ functionalities
Several pricing, quoting, and contractual model use cases weren’t supported by CPQ’s native solutions, demanding additional manual efforts
The previously existing custom integration with Stripe was not adequately addressing these challenges
Results
Uptima implemented a suite of solutions to target and resolve the customer’s challenges and optimize the end user’s experience:
Simplified the end user quoting process for diverse use cases, significantly reducing manual work and optimizing efficiency
Advocated a return to CPQ’s out-of-the-box functionality wherever possible, aligning with Salesforce’s best practices
Worked closely with the client to adapt and satisfy the company’s specific usage of CPQ
Served as a mediator to align the client with Salesforce best practices, ensuring the most effective strategies were employed