We partnered with Perceptyx to re-architect their GTM tech stack, including Quoting processes, and establish a unified, automated lead-to-revenue engine. The transformation eliminated technical debt, improved cross-functional collaboration, and created a scalable platform to support future acquisitions and business expansion.
Included Services
Challenges
- Technical Debt: Legacy Apex code and poorly designed components made the platform rigid and difficult to maintain.
- Manual, Fragmented Processes: Key functions like quoting, renewals, and amendments relied on offline tools like spreadsheets and emails.
- Complex Pricing Models: Over-customized pricing logic created confusion and slowed down the quoting cycle.
- Low Data Confidence: Duplicate, inconsistent, and siloed data made it hard for teams to trust reports or forecasts.
- Limited Customer Visibility: Teams lacked real-time, centralized access to customer insights and account health, impacting proactive engagement.
- Reduced Sales Productivity: Reps were spending excessive time managing deals within Salesforce, leaving less time for actual selling—resulting in productivity losses and missed revenue opportunities.
Solutions
- Lead to Revenue – Process Redesign: Re-designed lead-to-revenue processes by partnering with Marketing, Sales, Finance, and CSM teams. This ensured that outcomes at each process stage aligned with business goals.
- CPQ Standardization: We implemented CPQ using out-of-the-box features, with simplified pricing logic and calculations to generate accurate quotes and contracts.
- Process Automation: Manual, spreadsheet-driven tasks were replaced with standard automations across renewals, amendments, subscriptions, and approvals, resulting in operational efficiency improvement
- Customer 360 Platform Enablement: Builta foundation Customer 360 platform to provide accurate, real-time insights, track account health, and collaborate effectively across the customer lifecycle.
- Managed Services for Ongoing Success: Post-implementation, we continued supporting the platform and performed systems consolidation for their acquisitions.
Are you in a similar situation?
Download and read the full success story
Outcomes
24% Increase in Sales Productivity
By reducing time spent navigating complex processes, reps were able to focus more on customer engagement and pipeline development.
90% Reduction in Manual Tasks Spreadsheet- and email-driven processes for renewals and amendments were replaced with automated workflows—resulting in faster cycle times and fewer errors.
Overall productivity of the Reps, CSMs, RevOps team, etc., significantly improved, resulting in a focus on their core business activities.
StreamForce’s responsiveness, expertise, and proficiency helped to reduce technical debt heavily, which resulted in reducing the dependency on the technical team.