One of the largest transformation initiatives that truly pushed the limits of both Service Cloud and Revenue Cloud

Enterprise Information & Services is a provider of several different services including; software solutions, finance, auditing, professional information, and more.

Decreased SKU count by 99% from over 30,000 separate SKUs to under 400 SKUs

Estimated CSAT & revenue increase with the ease of automatic billing

Estimated decrease in DSO & outstanding AR balances

Reduced chance of billing error significantly

Eliminated revenue leakage

$1 billion annually runs through Salesforce Billing

EXECUTIVE SPONSOR

Vice President, Head of Digital Transformation

INDUSTRY

Publishing & Information Services

CLOUDS

CPQ

Sales Cloud, SAP

Informatica

SERVICES

Transformation & Implementation

“Uptima are quote-to-cash domain experts and not just technical experts. Uptima helped us solve unique requirements such as combining contracts sourced and integrated from our SAP system.

They are truly consultative in their recommendations, providing pros and cons of alternatives for addressing our requirements. Their professionalism, transparency, and responsiveness are second to none.”

Sr. Manager, Salesforce & Marketing
Automation Operations

Customer was not achieving the revenue outcomes from services

The current CPQ & billing platform did not meet expectations, the customer desired a native Salesforce platform.

While the customer's SAP system was the master for contracts, they wanted to improve their customer experience by combining multiple renewals and amendments contracts into one

Customer wanted to maximize their customer lifetime value by allowing different sales teams to sell various products to their customer base using the same CPQ & billing solution

The pricing model followed complex scenarios that did not easily fit the Salesforce CPQ & Billing model.

Uptima's solution was to implement Salesforce CPQ to meet customer's requirements.

Provided dynamic filtering of product catalog that had 30k SKUs based on over 250 attribute permutations

Advanced pricing models were dynamically selected to allow for complex pricing scenarios.

Enhanced the contract and subscriptions object to allow for combining/splitting contracts.

Implemented industry best practices for document generation and approval

Browse More Uptima Case Studies

Everything To Revenue™

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

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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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