Salesforce CPQ Case Study

Background & Problem Statement

The client is a globally renowned name in brain technology, focusing on accelerating humankind’s adaptability, recovery, and learning capabilities. They needed a Salesforce CPQ solution that could resolve issues in their CRM that directly impacted their business plans.
Challenges

The client prepared their quotes using Excel sheets for all of their products and leveraged the software’s flexibility to copy line items and add cell-level formulas. However, this practice was prone to errors and had a distinct lack of standardization.

Since they dealt with a complex product portfolio, it was difficult for the sales team to generate smart quotes for their customers. This meant that the sales team had to spend a lot of time generating quotes manually and could not spend more time selling the products.

They needed a customized CPQ process to transition the manual quoting process to a system-driven work order process using Salesforce CPQ.

Their existing process dealt with multiple sheets, and they needed a Salesforce CPQ solution that supported all the functionalities of Excel without the downside of errors. In addition, it was challenging for the client to maintain different headers when creating a standardized Salesforce CPQ solution.

The Growth Natives Team’s Solution

Growth Natives team worked closely with the client to analyze their use-cases and business scenarios to cultivate the best solution for their brain technology business. Our team followed the Agile approach to design and development to create a customized solution for the client.

Our team delivered the desired solution with the following process:

Creating cart-level, price, and product rules for product bundles under CPQ product configuration.
Implementing a complex pricing setup for default prices, discount schedules, multiple currency setup, and regional pricing.
Streamlining the approvals setup to authenticate new user creation, standardize rules creation, establish an approval hierarchy and organize delegated approvals.
Automatic document generation in different languages using existing templates, CPQ translations, and location-based conditional translation capabilities.
Generating renewals using intimation and other mapping rules.
Structuring an amendments setup with the option to cancel contracts.
Facilitating work order automation installation and activation of SQ license upon credential activation.
Granting permission sets to different users based on their position in the company’s hierarchy and operational territories.