Optimized quoting processes and enhanced CPQ functionality to boost productivity

Security Software Company provides content delivery network services, cloud cybersecurity, DDoS mitigation, and domain registration services.

Improved system utilization and effectiveness

Reduced time spent on manual work and increased efficiency

Implemented smoother and more reliable end-to-end processes

Enhanced operational performance and compliance by aligning with Salesforce best practices

EXECUTIVE SPONSOR

VP, IT Enterprise Systems

INDUSTRY

Technology

CLOUDS

Salesforce CPQ

Sales Cloud

SERVICES

Transformation & Implementation

Customer faced a myriad of challenges that hindered the optimal use of CPQ and necessitated extensive manual intervention

Existing processes and use cases pushed the boundaries of CPQ’s inherent functionality

The customization of APEX solutions hindered the full utilization of native CPQ functionalities

Several pricing, quoting, and contractual model use cases weren’t supported by CPQ’s native solutions, demanding additional manual efforts

The previously existing custom integration with Stripe was not adequately addressing these challenges

Uptima implemented a suite of solutions to target and resolve the customer’s challenges and optimize the end user’s experience:

Simplified the end user quoting process for diverse use cases, significantly reducing manual work and optimizing efficiency

Advocated a return to CPQ’s out-of-the-box functionality wherever possible, aligning with Salesforce’s best practices

Worked closely with the client to adapt and satisfy the company’s specific usage of CPQ

Served as a mediator to align the client with Salesforce best practices, ensuring the most effective strategies were employed

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