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.
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.
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.
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.
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.