World Insight Network Company provides financial and global information services.
Tiered pricing options were standardized across all volume discounts, which reduced errors
Contract amendments were captured in Salesforce, updating current contract terms for a single source of information
Approval processes were streamlined which shortened sales cycles
Vice President of Operations & Analytics
Transformation & Implementation Services
Contract amendments were done outside of Salesforce and changes would not sync
The approval processes routine was broken
The current CPQ solution was overly customized with code, resulting in a fragile solution that was difficult to maintain and still fell short of scaling needs
Approval processes designed and implemented for fixed fee projects
Implemented solution to accommodate tiered pricing
Offered a solution for contract amendments & renewals
Provided an analysis of current-state CPQ solution and recommended future roadmap processes
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.
Drive data and efficiency with automation across the entire product-to-cash journey