Salesforce Case Study
Salesforce CPQ Implementation for Revenue Lifecycle Optimization
Client
This billion-dollar client is a medical device manufacturing company that specializes in devices used for cardiac surgery and neuromodulation. Their devices and therapies are used worldwide, and they have a presence in more than 100 countries, employing 4,000+ people.
Product Sales Lifecycle Challenges
The client faced challenges managing their product sales lifecycle due to an outdated system lacking modern revenue lifecycle management capabilities. It led to inefficiencies across pricing, sales and contract business processes. Some of the primary challenges included:
Salesforce CPQ Objectives
To overcome these challenges, the client aimed to achieve several key objectives with the implementation of Salesforce CPQ:
The Smartbridge Solution
The Smartbridge team implemented the Salesforce CPQ solution to address these challenges, integrating it in real-time with SAP to provide accurate pricing details. The solution streamlined sales workflows with advanced approvals and improved pricing visibility across the organization.
Key Features Implemented
The implementation included several key features designed to optimize the client’s sales processes:
Results & Business Impact
The Salesforce CPQ implementation delivered significant business benefits, including:
Enhanced Sales Efficiency
Sales teams gained real-time visibility into pricing models.
Improved Customer Experience
Consistent, error-free pricing enhanced customer satisfaction.
Stronger Compliance & Governance
Ensured that quotes were reviewed and approved by appropriate levels of management, reducing errors and improving accountability.
The Results? A Modern, Scalable & Automated Quoting System.
The Salesforce CPQ implementation successfully transformed the client’s sales processes, reducing inefficiencies and unlocking new revenue opportunities. With real-time SAP integration and structured governance approval workflows, the company now benefits from a modernized, scalable, and automated quoting system, leading to significant business growth and operational excellence.
Keep Reading: Medical Device Configuration Management Use Case
There’s more to explore at Smartbridge.com!
Sign up to be notified when we publish articles, news, videos and more!
Other ways to
follow us: