Quote to Cash Reimagined
ATG Case Study:
BNP Media Salesforce CPQ Implementation
Summary of Business Challenge:
- BNP Media engaged ATG to implement the Salesforce CPQ Platform.
- The goal of the project was to successfully configure and implement an easy-to-use CPQ tool for their Sales user base.
- The project also included optimizing the Product Catalog to develop a better CPQ solution and clean up improper maintenance of the product catalog.
- Assist in the development and implementation of Salesforce CPQ to ensure the use of best practices within Salesforce, recommend solutions for the implementation, and complete configurations within Salesforce CPQ.
ATG Solutions & Tools:
- ATG leveraged existing tools and knowledge base from previous Salesforce CPQ implementations.
- ATG adopted tools from newly built Knowledge Vault – Salesforce CPQ Toolkit mid-way through project duration.
- ATG created comprehensive training materials and Sales User instructions to help BNP Media adopt new business practices and help with new user adoption of Salesforce CPQ.
Results & Impacts:
- Product Catalog optimized to fit business requirements and needs for Salesforce CPQ
- Salesforce CPQ tool is easier to use and more streamlined than previous process used for quoting activities within Salesforce.
- Client has adopted best business practices to include guidelines for creating new products, approvals for discounting, and contract renewals.