Value-Based Selling Case Study

The client needed to overcome revenue leakage due to their cost-based selling model. They employed multiple quoting processes and systems, causing sales inefficiencies, quoting inconsistencies, and a poor sales user experience.

Manufacturer SF CPQ Case Study

The client, a leading global manufacturer of flow-control solutions for industrial applications, needed better visibility into their distribution selling channel.

Lead-to-Invoice Platform Case Study

The client is an American monitoring service for cloud-scale applications, providing monitoring of servers, databases, tools, and services, through a SaaS-based data analytics platform.

Xactly Q2 Case Study

The client provides infrastructure platforms, including networking technologies of switching, routing, wireless, and data center products that are designed to work together to deliver networking capabilities, and transport and/or store data.

Xactly Q2 Case Study

The client is a long-standing Salesforce CPQ customer that needed a little extra help building their Add-On Early Renewal deals and On-Premise-to-SaaS conversion deals into the system.

SF CPQ & Billing Case Study

The client was transforming their back office and needed a Salesforce CPQ & Billing implementation as well as a product lifecycle management process.

Real Estate Salesforce Case Study

A real estate data, software and advisory services company needed to standardize business operations to enable acquired or legacy business units to operate on a single-platform solution.

Salesforce CPQ & Communities Case Study

The client’s advertisers and ad agency customers request a large volume of low-revenue ad campaigns on a regular basis, and the process for building a campaign in Salesforce.

Salesforce CPQ and DocuSign Implementation Case Study

The client wanted more visibility into their quoting and selling
processes by making communication between prospects and sales
teams more seamless. Creating a single source of truth for all
product, pricing, and customer data was a priority.