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 Expertise to 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.
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.
SkyTouch Case Study
The client needed to implement a scalable CPQ and Billing solution and solution architecture for current and future business needs.
SkyTouch Case Study
The client’s various acquisitions had resulted in multiple legacy Salesforce instances and multiple legacy billing systems.
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.
CLIENT retools with salesforce CPQ & Billing, other key managed packages
The client, an industry-leading, enterprise-level managed detection and response cloud security company, needed to refactor its Quote to Cash systems.
Salesforce CPQ and Billing Case Study
An event management company needed to standardize business operations to enable their team to operate on a single-platform solution.
ATG implements Salesforce CPQ and Billing, replacing Zuora/Vantiv
Podium needed to upgrade their end-to-end revenue system to keep up with their accelerated pace of business.
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