Transforming Sales Operations with Salesforce CPQ & Billing
Streamlining Quoting, Pricing, and Invoicing for a Leading Hi-Tech Media Company
The Challenge: Finding the Right Rhythm
A leading hi-tech media company was struggling with operational inefficiencies in its sales and billing processes. While they had implemented Salesforce Sales Cloud to manage leads and opportunities, their quoting and invoicing processes were entirely manual, relying on Excel and Google Sheets. This caused delays, inaccuracies in product configurations and pricing, and frequent errors in approvals. The approval workflows were slow, relying on emails and phone calls, while the lack of integration between their ERP and Salesforce further disrupted order processing and invoicing. The client needed a scalable solution to streamline their sales cycle, reduce errors, and improve overall productivity.
The Solution: Striking the Perfect Chord
Our team at Datafy implemented a customized Salesforce CPQ & Billing solution that is fully integrated with the client’s ERP system. Through extensive workshops with their sales and finance teams, we identified pain points and mapped out optimized workflows.
A Proof of Concept (POC) was created to demonstrate automation of quoting, approval workflows, and invoicing using Salesforce CPQ. We facilitated seamless data migration from Google Sheets to Salesforce, ensuring centralized and accurate product and pricing information. To guarantee high user adoption, we developed a phased go-live strategy accompanied by in-depth user training sessions.
Key features included automated quoting, real-time pricing integration, and automated invoicing, all synchronized with the ERP system for a streamlined lead-to-revenue process.
The Results:
A Crescendo of Success
The Salesforce CPQ & Billing integration revolutionized the client’s sales operations.
- Quoting time decreased by 63%, while 98% of sales and finance teams adopted the new system within weeks.
- The centralized data eliminated manual errors, ensuring 100% accuracy in product configurations and pricing.
- The streamlined process also enhanced customer satisfaction by delivering faster and error-free quotes, ultimately boosting retention rates.
- The client now enjoys increased operational efficiency, productivity, and confidence in their sales workflows.