Quote to Cash Reimagined

ATG Case Study:

Peak 10 CPQ Implementation Adds Consistency, Scalability

Summary of Business Challenge:

  • Home-grown quoting platform was complex and was only being used by a few, and was not well-integrated to the rest of the sales lifecycle
  • The present platform did not directly enable partners maintainability and simplification over existing platform was cumbersome
  • There was minimal traction for Salesforce CRM usage to support forecasting
  • Lack of visibility (transparency) into quotes and associated deal margins
  • Lack of visibility into product availability
  • The client had multiple repositories for proper contract documentation

ATG Solutions & Tools:

  • Advisory Services: ATG built governance on CPQ product, pricing, and approvals to ensure better accuracy and consistency
  • Implementation Services: ATG implemented Salesforce CPQ which was rolled out to the entire enterprise
  • Implementation Services: ATG created a custom integration between ServiceNow and Salesforce CPQ

Results & Impacts:

  • Successful Implementation of Salesforce CPQ
  • Peak 10 retired their home-grown platform
  • Documented Peak 10’s business and technical landscape
  • Developed a consistent approach to product selection, configuration, pricing and discounting to improve deal accuracy
  • Enabled scale for partner usage and wider internal adoption
  • Simplified the UI friendly quoting, with faster times, and less organizational support
  • Improved visibility, simplification, governance and enablement of the quoting process

Technology: Software
Services: IT Service Management

Headquarters: Charlotte, NC
Revenue: $190M (est.)

Founded: 2000
Website: Peak10.com

 We thoroughly enjoyed the evolution of the partnership between Peak 10 and ATG, and plan to continue working together on new endeavors. 

Jason Rader
Program Director & Director of Process Improvement, Peak 10



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