Custom CPQ Implementation Overcomes Manual Processes, Complex Pricing Logic

A recent client acquisition had a unique software selling and pricing model which was done fully in Excel as a result of its complexity.

SPS Commerce Realizes Significant Increase in Speed, Accuracy with Salesforce CPQ

The client’s products were priced via offline Excel pricing calculators creating undefined product catalog and pricing fragmentation. Inaccurate data added unnecessary touch points with customers, lead to wasted effort by the Contracting, Legal, and Finance teams and increased overall Opportunity closeout time.

Atlas® Framework Accelerates Sales & Revenue Transformations

The client had six months to decouple from a homegrown legacy system and spin off from one large business into four distinct business units. The client needed to accomplish this goal with urgency but also to simplify system architecture to leverage best-in-industry solutions.

Revenue Cloud Implementation Nets Process Improvements, Boosts Sales & Revenue Management

The client’s sales teams used various unintegrated quoting & CRM tools including three different systems to complete a quote and six additional forms or spreadsheets. The process required three different applications for credit checks and used four non-integrated contracts requiring customer signature. Their original process also leveraged four different pricing processes.

Client Tabs ATG Quote to Cash Expertiseto Transform Lead to Revenue Processes

The client needed to improve visibility into the customer lifecycle to reducing churn in its usage-based products, and was seeking to reduce the number of invoices each month.

Data Integrity Leads to Improved Invoicing & Billing Events

The client needed to improve data integrity for their finance teams to facilitate proper invoicing & billing events for customer satisfaction. They were seeking to streamline sales processes & order management in Salesforce as a Centralized System.

Salesforce Revenue Cloud Implementation Keys Faster Go-to-Market, Global Expansion

The client engaged ATG to design and implement a Salesforce Revenue Cloud solution to replace a restrictive legacy Sales Cloud quoting solution. This included transformation, optimization, and technical debt reduction of their CPQ solution and process.

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