Software & Data Company offers business intelligence, sales prospecting, market targeting, and recruitment tools with extensive data analytics.
Achieved an 80% reduction in the number of products by simplifying the product catalog, facilitating easier and accurate product selection by sales teams
Enabled real-time reporting through Salesforce dashboards, enhancing pricing intelligence and business decision-making
Significantly reduced the number of required approvals, fostering a more efficient and less cumbersome quoting approval process
EXECUTIVE SPONSOR
Sr. Director, GTM Systems
INDUSTRY
Technology
CLOUDS
Service Cloud
Field Service
ServiceMax A360
SERVICES
Transformation & Implementation
Inefficient use of the quoting tool led to improperly configured products and a cluttered product catalog
The absence of a transparent and consistent pricing policy affected the journey from list price to end-user price
The inability to leverage transactional data from the front office hindered pricing refinement and control
Resources and time were strained as the company faced over 50,000 required approvals per quarter
Simplified the product catalog using OOTB CPQ tools, reducing complexity and ensuring proper product configuration
Utilized pricing intelligence to decrease the number of required approvals, alleviating the burdensome approval process
Implemented a comprehensive pricing waterfall process, ensuring consistency and transparency from list price to end-user price
Developed real-time reports to collect sales and pricing information, enabling data-driven business decisions
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.
OUR SERVICES
Identify pivotal opportunities for growth
Train your teams on the new processes for a happier transition
Connect all Asset and Revenue platforms seamlessly
Connect your platforms and information systems
Continuous operational excellence no matter the challenge
OUR PLATFORMS
Drive data and efficiency with automation across the entire product-to-cash journey
Drive revenue for manufacturing with reduced operational costs and unified visibility.
Transform your field operations on the world's top service platform.
Do business faster with smart automation and template generation.
Drive operational efficiency, asset uptime, and customer satisfaction with a 360-degree view of assets on the world’s #1 CRM platform.