Implemented data cleansing and enrichment solutions, optimized lead and opportunity management, and advanced CPQ capabilities. Refreshed the customer community and integrated 15+ cloud solutions with an IPaaS solution. Utilized SalesForce Sales Cloud, SalesForce Experience Cloud, JIRA, SalesForce Revenue Cloud (CPQ), Marketo, SalesForce Development (APEX / LWC), Parley Pro, SalesForce Service Cloud, Sage Intacct
Included Services
Challenges
- Poor data quality resulting from legacy M&A activities.
- Inconsistent processes across siloed operations.
- Manual reports/consolidation of data with PowerPoint as the source of truth.
- Over-investment in BI initiatives with data transformation masks operational issues.
- No integration connecting sales and finance systems.
Solutions
- Implemented data cleansing and enrichment solution.
- Enabled new Go-To-Market engine with end-to-end management of Leads, Optimized Opportunity Management and Forecasting, advanced CPQ/quoting capabilities (Asset/Subscriptions/Automated Renewals, sophisticated, yet flexible product pricing and bundle configuration, automated sales order/contract generation).
- Replaced data lake, ETL, and reporting package with a lower-cost BI solution to enable end users to build reports from a consistent data set.
- Refreshed Customer Community to increase Customer Self-Service/case deflection, including single sign-on and chat capabilities.
- Implemented IPaaS solution to drive consistency in integrations of 15+ cloud solutions.
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Outcomes
Streamlined operations and standardized processes for greater efficiency and predictability.
Empowered sellers to focus on selling through automation and reduced administrative burden.
Enabled deeper customer insights and smarter engagement with improved data visibility.
Laid the groundwork for revenue growth through flexible contracting and cross-functional alignment.