Elevated pricing and quoting efficiency

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

Customer grappled with an overinflated product catalog, inconsistent pricing policies, and an overwhelming number of required approvals, all of which constrained efficient business operations

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

Uptima employed a combination of innovative tools and processes to alleviate the client’s operational bottlenecks and enhance pricing intelligence:

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

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