Took a broken sales system and transformed it into something easily manageable

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

EXECUTIVE SPONSOR

Vice President of Operations & Analytics

INDUSTRY

Technology

Cloud Services

Professional Services

CLOUDS

CPQ

SERVICES

Transformation & Implementation Services

The customer's current solution for volume pricing involved manual entry, resulting in a lack of standardized discounts

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

Uptima enhanced Salesforce to meet customer’s requirements

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

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