VP, Business Applications 




Salesforce CPQ


Transformation & Implementation

Customer was managing diverse processes across different Salesforce instances, each with its own partner portal and custom billing code base, creating a fragmented and overly complex system 

The existing structure necessitated a comprehensive consolidation of processes and instances, adding layers of complexity to the optimization of the Salesforce CPQ instance

The intricate nature of data sets presented a significant challenge, requiring specialized expertise and strategic insight

To address the intricate challenges and pave the way for streamlined operations and enhanced strategy, Uptima implemented a comprehensive approach: 

Conducted 23 focused workshops involving nine teams, addressing ten different processes to unearth and solve underlying issues

Consumed and analyzed complex data sets, producing actionable and organized deliverables for immediate and future implementations

Identified a strategic path forward to consolidate processes and instances, facilitating the smooth transition of Apttus users to Salesforce CPQ

Laid the groundwork for evaluating and optimizing the client’s future CPQ strategy through thorough analysis and tailored recommendations

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