Transformed UX and streamlined operations
Simplified and decoupled product catalog leading to reduced maintenance
Increased user adoption as well as speed and accuracy of quoting processes
Integrated enterprise quoting for improved forecasting accuracy
Resolved contract and invoice discrepancies and implemented standardized asset management
Achieved 80% reduction in payment processing time through automation
Established a more scalable, future-ready architecture that will evolve with the business
Executive Sponsor
Industry
Products
Services
Challenges
Customer was grappling with a design that neglected UX, resulting in operational inefficiencies and a cumbersome product catalog, which increased operational difficulties
Extensive manual processing in invoicing and billing created discrepancies between invoices and contract papers
Enterprise deals were managed outside Salesforce, impacting forecast reports
Almost every aspect of CPQ was customized, resulting in unscalable technical debt
Results
Uptima devised a multifaceted approach to address the client's needs with both short-term quick wins and long-term solutions:
Optimized the product catalog with practical filters and attribute-based pricing
Replaced MDQ with a more efficient promotions module
Streamlined consumption schedules
Applied OOTB features in place of custom builds
Reimagined the selling experience by introducing a customer self-service portal for renewals and fully-automated payment processes
Migrated the Service Cloud from Classic to Lightning to enhance overall functionality