Success Story
Digital Signage Provider
Digital Signage Provider selects CPQ & Billing solutions to simplify complex tasks and increase data security.
Salesforce Revenue Cloud
(CPQ & Billing)
The
context
An organization that specializes in providing cloud-based digital signage platforms for restaurant and retail businesses was seeking a single system for quote to cash that could easily integrate with Salesforce Sales Cloud.
The
challenges
- Solution relying on human data manipulation
- Multiple systems integrated
- Data warehouse structure
- Limited visibility and functionalities
- Revenue leakage due to inaccurate quoting and invoicing
The
needs
- Detailed product configuration, quotes, and orders
- Visibility, control, and approvals for discounts and deals margins
- Tracking and managing 100 SKUs
- Standardized pricing methods
- Tax calculation and integration with billing
- Payment status and processing
Products
Revenue Cloud
(CPQ Billing)
Integrations
Sales Cloud
Avalara
Authorize.net
Conga
Docusign
Company data
Location: San Francisco, CA
Industry: IT Solutions
Business Model: B2B
Employees: 51-100
Key improvements
Overal Efficiency
Visibility
Time and Resource Savings
Operational Oversight
Information Security
The
solution
Diabsolut designed a detail and security focused CPQ & Billing solution to replace the organization’s existing solution of Quickbooks Online and Chargebee including a procurement system integration.
Products
implemented
Additional
integrations
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Payment gateway integrated for invoices to credit cards, as a replacement for Stripe.
To meet tax calculation and billing integrations needs.
To enable e-signatures for quotes.
Quote generation integrated with CPQ for enhanced quote detail.
Order fulfillment integration was done to further eliminate manual processes, and multi-currency configuration was completed to further extend functionality.
Implementation
highlights
The
results
The project resulted in streamlined sales and billing processes on a single platform, with no redundancies: and increased efficiencies via automation. The organization’s new quote to cash solution is secure and consolidation with better visibility and oversight and has extended their sales team’s capabilities.
Following project completion, the organization engaged with Diabsolut for advisory services focused on NetSuite integrations, middleware support, implementing ASC606 changes to Salesforce, and commissions automation.
About
Diabsolut
Diabsolut is a seasoned solution consulting and implementation partner. Our expertise goes beyond the basics. Our certified professionals bring strong cross-functional experience and knowledge, both the design and deployment of Salesforce’s products from the straightforward to highly complex. Our people are what sets us apart.
General Functionalities
- Standardized quote formats were achieved, which include information such as SKUs, descriptions, and shipping fees.
CPQ results
- Quote output, oversight triggers, and approvals.
- Product bundles, features and options.
- Pricing discount schedulers, block prices, and price renewals-with functionality to show price by billing frequencies.
- Flat rate freight configuration, contract amendments, and multiple orders.
Billing functionalities
- Recurring invoices, tax configuration, one-time invoices, and proration policies.
- Credit card payments and credit memos.
- Creation of invoice documents, e-signatures inclusion, invoice consolidation with batch delivery.
- And maps to send billing to external accounting systems.