Online Protection Company offers flexible solutions to enable customers with online safety services.
Reduced tough rate of quotes with the automated and data-based quoting process
Increased profitability and bookings
Improved user experience through a streamlined process
Increased cross-sell and upsell opportunities
Chief Executive Officer
Transformation & Implementation
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.”
Project & Program Management
There was not an easy integration to Salesforce Sales Cloud
Sales reps were exclusively depending on the internal quoting team for quoting
With the lack of CPQ in place, customer experienced long approval cycles for quotes, due to manual and custom-built systems used for quote and order validation
Inadequate quoting and ordering processes for renewals and amendments based on existing assets and entitlements
Automatic quote and order validation with rule-base CPQ engine
Enabled renewals, swaps, upgrades, and cancellations based on assets & entitlements
Maped Sales Catalog and Product Configuration to Reseller's ordering system and to ERP (SAP)
Standardized business processes for a quote to order globally, supporting multi-currency and other localization requirements
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.