Established business case for upgrading current CPQ solution in future phase
World Insight Network Company provides financial and global information services.
Tiered pricing options were standardized across all volume discounts, which reduced errors
Contract amendments were captured in Salesforce, updating current contract terms for a single source of information
Approval processes were streamlined which shortened sales cycles
Executive Sponsor
Industry
Products
Services
Challenges
The customer's current solution for volume pricing involved manual entry, resulting in a lack of standardized discounts
Contract amendments were done outside of Salesforce and changes would not sync
The approval processes routine was broken
The current CPQ solution was overly customized with code, resulting in a fragile solution that was difficult to maintain and still fell short of scaling needs
Results
Uptima enhanced Salesforce to meet customer’s requirements
Approval processes designed and implemented for fixed fee projects
Implemented solution to accommodate tiered pricing
Offered a solution for contract amendments & renewals
Provided an analysis of current-state CPQ solution and recommended future roadmap processes