Client Consolidates Business Units with Salesforce, Conga Implementations

case study

Client Consolidates Business Units with Salesforce, Conga Implementations

CLIENT BACKGROUND

The client builds and deploys next generation financial software solutions.

Industry: Technology – IT, Software, IaaS, SaaS
Services: Financial Software

BUSINESS CHALLENGE

The client company was formed through multiple acquisitions, with antiquated and bi-spoke quoting practices. They needed a complete Quote to Cash overhaul, as their previous state lacked a consistent process across the globe for product catalog, amendments, renewals, and approvals. They had a previously failed CPQ and Billing implementation, with a highly customized Salesforce Org that was unable to go live and replace the homegrown quoting tool.

ATG SOLUTIONS & TOOLS

Implementation Services

  • ATG utilized their proprietary Atlas Delivery Framework™️ to implement a highly customized Salesforce CPQ solution, Conga CFS, Composer, Symphony and CongaSign.​

IMPACTS & SOLUTIONS

  • This project brought three business units onto one application (SFDC), while leveraging a standard set of future-state processes. ​
  • ATG utilized a common selling platform for cross-selling across multiple business units, supporting global customers. ​
  • The implementation enabled self-service processes for Sales Reps across the entire business. ​
  • The project completion allowed for the removal of heavy manual processes around selling and product maintenance.
  • Improved maintenance processes for managing customer data, including a systematized approach to managing a product catalog, alongside a Master Data Management, product hierarchy model.

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