Our client, an esteemed news leader, brags a legacy of delivering top-tier journalism supported by cutting-edge technology.
Despite their industry recognition, operational challenges emerged within their Salesforce CPQ environment, resulting in underutilization and inefficiencies.
The client faced significant issues arising from configuration errors and suboptimal vendor management in their Salesforce CPQ license. Manual calculations and custom objects led to the operational mess, impacting overall sales efficiency and creating confusion within the existing CPQ bundle.
To address the client’s challenges, We, leveraging our expertise, executed a comprehensive solution:
To commence the Salesforce CPQ implementation, we initiated the process by installing CPQ Packages in the Salesforce org’s sandbox environment. Upon accessing the login page, we logged into the org to proceed with the configuration tailored to the client’s specifications. To ensure the successful installation of the configured CPQ, we verified its presence in the org by navigating to the Quick Find box > Packaging > Installed Packages.
Subsequently, we delved into the CPQ configuration within the org by selecting “configure” in the installed packages of CPQ. This led to the display of a Setting Editor page specific to Salesforce CPQ. Following the client’s requirements, we meticulously configured additional settings into the package to optimize its functionality and align it with the desired specifications.
Configurations made are listed below.
Replaced custom objects with primary CPQ objects for streamlined operations.
Replaced manual processes with automated mechanisms for accurate subscription data calculations, integrating seamlessly with the client’s ERP Billing system.
Implemented Products, Bundles, and updated Price Books to restructure the client’s Product Catalog and Pricing. We created some object fields and did proper field mapping using API for this.
Developed a CPQ engine process for easy uplift margin calculations during renewals.
Configured the CPQ UI, focusing on essential elements to provide a personalized user experience.
Our solution yielded significant improvements. Such as :
Eliminated confusion in the existing CPQ bundle, improving sales efficiency.
Reduced manual effort in renewing subsequent opportunities based on contract end dates.
Automated the Quote to Cash process, utilizing custom quotation templates to shorten sales cycles.
Optimized RevOps architecture by automating Quotes, Subscriptions, Contracts, Opportunities, and Assets.
Enhanced the CPQ UI, providing a more user-friendly experience for salespersons.
Reduced operational confusion, enhancing sales efficiency by 30%.
Achieved a 40% reduction in manual effort through automated renewal processes.
Shortened sales cycles with Quote to Cash automation, resulting in a 25% improvement.
Salesforce Sales Cloud, CPQ, APIs
In overcoming the challenges, CloudCache Consulting’s strategic approach resolved existing issues and brought about a transformative shift in the client’s CPQ environment. The implemented solutions streamlined workflows and helped the client navigate their sales journey with increased efficiency and clarity. This case study also highlights the impact of our Salesforce Professional Resources in this strategic CPQ optimization in enabling sustainable growth within a technology-driven print media world.