EXECUTIVE SPONSOR

Chief Information Officer

INDUSTRY

Manufacturing

CLOUDS

Sales Cloud

CPQ + Billing

DocuSign

Avalara

SERVICES

Transformation & Implementation

Customer needed a unified view of their people across different business units. It was heavily siloed before.

Desired to improve efficiencies around quoting and invoicing processes that were previously manual

Contract and renewal management for irrigation and invoicing was manual and was laden with inaccuracies

Different lines of business operated with their own processes

Customer needed to ensure we designed for the enterprise as a whole rather than just phase one of the projects

Provided a 360-degree view of the customer's lead to cash by implementing SFDC CPQ + Billing

Automated the quoting and ordering process to include automated fulfillment via third-party fulfillment software

Automated billing, maintaining data integrity from quote to resulting invoice.

Centralized billing for the company to include usage billing from the external customer subscription management portal, maintaining data integrity from that system through to billing.

The automated order confirmation process provides a customer output for those quotes that are approved and ordered.

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