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

I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

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

null
Data migration templates, review, and upload process as part of a joint data migration effort.
null
Custom reports and dashboards.
null
CPQ quote approval workflow, and modified billing invoice format to further streamline revenue processes.
null
A milestone billing method to align with the organization’s cash flow schedule.
null
Solution setup for 20 dedicated users within the US.
null
security configuration for 3 unique user groups and configuration of organization-wide security settings, to better secure sensitive information.

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.