Addition of Salesforce CRM, CPQ & Billing Keys Quote to Cash Transformation
Industry: Real Estate
Services: Software & Services
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.
- 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.
- The client needed to implement Salesforce CRM, CPQ, and Billing because of the initiative.
- The client also needed to increase automation opportunities throughout the sales process to become more efficient and streamlined regarding the following processes:
- Pipeline & Customer Management
- Quote Creation, Delivery, & Signature Acceptance
- Contract Renewals and Amendments
- Billing & Account Management
ATG SOLUTIONS & TOOLS
- Advisory Services: ATG conducted an in-depth Quote to Cash assessment to provide a comprehensive Technical Design Document to capture the overall business transformation.
- Implementation Services: ATG worked closely with IT Delivery to help implement Salesforce CPQ and Salesforce Billing.
- Implementation Services: ATG leveraged a suite of Atlas Framework Tools & Accelerators to support the implementation, including:
- Project Management Governance Log
- Requirements Manager & Configuration Log
- Comprehensive Technical Design Document
- Salesforce Q2C Training Material – Custom to Solution for End Users
RESULTS & IMPACTS
- Our Client was able to accelerate business operations and meet industry standards more easily by transitioning to the Salesforce platform solution.
- Our Client leveraged the development to standardize all business units in future implementations to better coordinate & streamline systems, output documentation, and processes.
- ATG worked closely with IT Delivery resources to implement a mature Salesforce Billing solution from Order to Revenue Recognition, including:
- Payment record creation & payment allocation
- Debit & credit adjustment automation
- Enabling bi-directional integration via Jitterbit with Deltek Vision (financial management system) to reflect real-time A/R balances & leverage revenue recognition in Salesforce
- Financial reporting capabilities via installation of ATG’s Unmanaged Billing Reporting Package to be customized per data solution requirements
- Developed & delivered comprehensive training for end users
“ATG enabled us to automate and optimize our quote to cash process by implementing a single platform solution resulting in increased efficiency, accuracy, and system cohesiveness.”
- Client Stakeholder