Quote to Cash Reimagined

ATG Case Study:

NuAire: Production Success Team Provides Support & Maintains CPQ Implementation

Summary of Business Challenge:

  • Following a successful Salesforce CPQ implementation,
    NuAire needed additional support with system maintenance, training, configuring new bundles, adjustments, and miscellaneous updates.
  • NuAire needed a better system for creating and maintaining complex bundling structures for product configurators.
  • In addition, NuAire needed a template to better utilize data
    to improve the conditional print fields and flexibility of
    quotes.

ATG Solutions & Tools:

  • Production Success Team: Supported NuAire and theirCPQ solution investment by utilizing ATG’s specialized domain and product expertise within Quote to Cash.
  • Production Success Team: Provided solutioning assistance on their complex requirements and configuration needs.
  • Production Success Team: Engaged directly with NuAire’s original project implementation team for further support and insight into their business requirements as needed.

Results & Impacts:

  • Provided support to client by helping maintain the current system, reviewing requirements, and developing a roadmap forward on any future requirements.
  • Maintained NuAire’s CPQ solution and provided guidance on future enhancements to further improve its functionality.
  • Served as a knowledgeable point of contact for NuAire resources as they sought to explore additional functionality in the CPQ tool.

Industry: Science & Manufacturing
Services: Laboratory Equipment & Support


Headquarters: Plymouth, MN
Website: nuaire.com


 ATG’s support and guidance during our CPQ implementation and following has been key to our business properly utilizing Salesforce CPQ. They are quick to respond and have provided great recommendations. 

John Peters

Marketing Director
NuAire


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