Improved visibility & accuracy of pipeline for all stakeholders
Technology & Data Solutions Provider offers professionals safety and administrative services across the country.
Successfully replaced Apttus CPQ with Salesforce CPQ
Allowed for global teams to uniformly quote in adherence to executive guidelines.
Improved visibility and accuracy of the pipeline to all management levels
Executive Sponsor
Industry
Products
Services
Challenges
Customer experienced significant growth through acquisition and was working to align its internal systems and selling approach to a common platform.
This effort included a significant amount of transformation as different business units realign their products and selling processes to create a unified sales experience across the organization.
Uptima needed to assure that quotes were accurate and achieved a certain level of approvals while accelerating the quotation process
Results
Uptima utilized Salesforce CPQ as a common platform for all quotes
Consolidated all sales quoting to a single platform while replacing legacy quoting applications and numerous spreadsheet quotation tools
Simplified and standardized their product offerings making them easier to sell
Integrated with existing back office solutions
Implemented a highly guided selling experience for their subscription offerings
Proactive and automated renewal opportunity and quote creation process
“Uptima’s delivery methodology ensured a successful CPQ implementation for us. Not only are they domain experts, but they are creative, professional, and reliable.
If any issues arose, Uptima was out front of it and communicated with us very early on while engaging our steering committee for collaborative smooth resolution.”
Director, Pricing Strategy