Modernized contracting and quoting processes

Engineering Cloud Company offers customers digital platform transformation by using different technology strategies.

Customer needed Master Data Management strategy and was unsure of where to begin their salesforce transformation.

Uptima performed business advisory for customer to discover the ideal process modernization

Improved Salesforce performance

Established a self-serve model for customers

EXECUTIVE SPONSOR

Chief Operation Officer

INDUSTRY

Subscription Software

CLOUDS

Experience Cloud

SERVICES

Advisory & Transformation

Product & Pricing was complicated due to dependency on the manual upload of Vendor quotes

Renewals required research of all previous purchases due to a lack of customer 360 view

Service quoting was a difficult and manual process. This lead to ⅓ of all booked deals requiring a change order

Uptima made the following recommendations:

Automated the upload of vendor quotes and services estimates

Use of DocuSign to produce documents and work with the SOW for services being fed by the opportunity products

Creation of an object to house customer entitlements for easier ownership data and renewals

Improvements in Salesforce automation to reduce manual processes

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Everything To Revenue™

Accelerate your top line across every single customer touch point. Seamlessly.

Finally, a tech stack to monetize all touch points across all channels.

We approach products and pain-points with your entire business process in mind. Not just what your business looks like today, but also what you want your business to look like several years from now. With this approach, we build a solution that can— and will — grow with you.

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