Success Story: Cyber Security & Automation Software Company Salesforce Proof-of-Concept Aids CRM Evaluation Client has provided software that secures IT environments, monitors, and automates processes, and provides access to information for companies for over 40 years. CHALLENGE Client had made nearly a dozen acquisitions in recent years. The main company was using Microsoft Dynamics for […]
Which CPQ Implementation Approach is Best for You? Are you thinking about implementing Salesforce Configure, Price, Quote (CPQ) but are not sure of the best path to take? Implementing Salesforce CPQ can be a complex and time-consuming process. If you do not have the necessary resources, such as budget, personnel, or expertise, it can be […]
Success Story: CPQ – Medical Education Company NurseTim CPQ Implementation + Sales Cloud Enhancement Sets Stage for Growth NurseTim partners with schools, organizations, and nursing programs to provide training and consulting in the use of E-learning and instructional design for administrators, trainers, faculty, and other instructional specialists. Specific services include faculty development, strategic planning, research, […]
With economic uncertainty looming for 2023, there’s a natural tendency to keep a tight rein on expenses, deferring “nice-to-have” business improvement projects until factors look more favorable. Yet, we’ve found many of our more successful manufacturing clients are increasing their Salesforce investment. Their reasoning is that focusing on foundational improvements that truly deliver value will […]
Success Story: Facility Services Company Advisory Services + CPQ Proof-of-Concept Provide Implementation Roadmap Client is a large Minnesota-based facility services company in the areas of Cleaning, Security and Mechanical, offering services throughout the United States. CHALLENGE Client had been utilizing complex, internally developed Excel spreadsheets to execute their pricing/planning. The solution, while sophisticated, was labor-intensive. […]
5 Key Considerations CPQ (Configure, Price, Quote) is a centralized error free, automated platform for configuring, pricing, and quoting products for companies selling products or services. Implementing CPQ can deliver enormous benefits—here are five considerations to help you assess whether you need CPQ and how to set yourself up for a successful CPQ implementation. Signs […]
Healthcare Technology Company Org Merge Delivers Platform for Growth Client is a healthcare technology and services firm that provides Health IT and management solutions. It also serves as a consultant to independent physician groups, hospitals, and healthcare systems. CHALLENGE Client had recently purchased another company. Both companies used Salesforce, but they needed a trusted Salesforce […]
Case Study: John Ryan Fast CPQ Proof-of-Concept Demonstrates Potential John Ryan is a marketing agency that designs and deploys retail store messaging systems. It operates digital signage networks in the U.S. and also offers application of multimedia and interactive technology to point-of-sale marketing. CHALLENGE A customer of John Ryan’s requested the ability to provide their […]
Clearscape Outdoor Services – CPQ & Scheduling Service company’s Salesforce CPQ implementation delivers immediate results; enables future growth Clearscape Outdoor Services provides lawn, snow, landscaping, irrigation, and tree care services for apartments buildings, residential properties, commercial properties, and homeowners associations. CHALLENGE Clearscape Outdoor Services has grown rapidly in recent years. New ownership planned for rapid […]
How Manufacturers Are Generating More Quotes, Winning More Business With Salesforce CPQ For sales departments within midsize manufacturing companies, day-to-day business is a constant hustle of responding to customers needing quick quotes or proposals and navigating siloed, legacy systems to obtain accurate pricing, production and shipping information. Manufacturers that rely on traditional quoting and pricing […]
