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CPQ

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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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