From Legacy Chaos to Seamless Success: A Manufacturing Giant’s CPQ Transformation
Quick Glimpse
A global manufacturing leader sought to modernize its Quote-to-Cash (Q2C) system to reduce operational inefficiencies, optimize costs, and improve customer experience. By leveraging Salesforce CPQ and AI-driven automation, the company transformed sales operations, enhanced financial management, and empowered project managers with real-time tracking and seamless integrations.
Business Impact
- ↑ Efficiency and cost reduction through CPQ automation.
- Faster quote handling and approvals for Project Managers
- Seamless integration with external systems for real-time financial & order tracking
- ↑ Customer satisfaction with optimized delivery scheduling & billing
Tech Stack
- Salesforce Sales Cloud
- Salesforce CPQ
Project Highlights
- Eliminated dependency on the legacy Quote-to-Cash (Q2C) system
- Automated rebate management, monthly financial closures, and order-to-cash conversion
- ↑ project management efficiency by 15% with real-time order tracking and modifications
- Integrated Salesforce CPQ with SAP ERP, Zilliant, PEMS, and Apigee for a seamless workflow
- ↑ customer experience with optimized delivery scheduling and progressive billing
Industry
Manufacturing
Key Project Highlights
Unified Reporting Platform
Improved sales forecasting accuracy by 10%
Realtime Actionable Insights
Reduced Churn Rate By 8%
Quick glimpse
We collaborated with a leading telecommunications provider to transform their data visualization and analytics capabilities by implementing Salesforce CRM Analytics, enabling comprehensive data views and facilitating better decision-making across the organization.
Business Impact
Our solutions consolidated fragmented reporting systems into a unified platform, providing real-time actionable insights, improved sales forecasting accuracy by 10%, and enhanced customer behavior analysis, leading to informed strategic decisions and optimized business outcomes.
Industry
Telecommunications
Tech Stack
Salesforce Sales Cloud | Analytics Cloud | Einstein Prediction Builder | Tableau
Challenge
The company struggled with:
- High technical debt and increased IT operational costs
- Dependency on a legacy Q2C system that lacked agility
- Inefficiencies in rebate management, financial closures, and order processing
- Lack of real-time tracking and limited ability to modify existing quotes/orders
- Need for a seamless, integrated experience for Project Managers and customers.
How we helped
We transformed Quote-to-Cash with a smart, AI-driven Salesforce CPQ solution, automating quotes, pricing, and order management while eliminating legacy bottlenecks. Seamless integrations with SAP, Zilliant, PEMS, and Apigee enabled real-time insights and precision pricing. With an intelligent PM Tool Configuration, we empowered Project Managers to act faster, drive efficiency, and enhance customer experience like never before.
