Salesforce
Key Improvements
Implemented robust security configurations for three user groups to protect sensitive information.
Improved control and approval for discounts, managing 100 SKUs, and standardized pricing methods.
Added multi-currency support and CPQ integration with Docusign and Conga for flexible, scalable operations.
Integrated Avalara for tax calculations and Authorize.net for payments, automating billing processes.
The Challenge
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.
Their existing solution was reliant on data manipulation within a data warehouse for structure, multiple systems, and had limited visibility along with limited functionality. This led to several issues, including revenue leakage due to inaccurate quoting and invoicing.
Pain Points
- Detailed product configuration, quotes, and orders.
- Visibility, control, and approval for discounts and deal margins.
- Tracking and managing 100 SKUs.
- Standardized pricing methods.
- Tax calculation and integration with billing.
- Payment status and processing.
Requirements
- Enable detailed configuration for quotes and orders.
- Provide visibility, control, and approval for discounts and deal margins.
- Efficiently track and manage 100 SKUs.
- Implement standardized pricing methods across products.
- Integrate tax calculation with billing processes.
- Track payment status and integrate payment processing systems.
The Solution
Diabsolut designed and delivered a secure, detail-oriented CPQ and Billing solution to replace the organization’s previous systems of QuickBooks Online and Chargebee. The implementation included the integration of Authorize.net as the new payment gateway for seamless credit card processing, replacing Stripe. To enhance quoting accuracy, Conga Quote Generation was integrated with CPQ, while milestone-based billing was established to align with the organization’s cash flow schedule. Avalara was configured to ensure accurate tax calculation and compliance, and CPQ was connected with DocuSign to enable fast and secure e-signatures. These integrations and enhancements collectively streamlined core revenue operations, reduced manual intervention, and provided a scalable foundation for financial processes.
The solution emphasized efficiency, automation, and data integrity through a collaborative data migration process, custom reporting, and real-time dashboards. Order fulfillment integration was implemented to eliminate manual workflows, while multi-currency support expanded financial functionality. A CPQ quote approval workflow and modified invoice formats further optimized revenue management. To safeguard sensitive data, Diabsolut configured three unique user groups and applied organization-wide security settings, ensuring compliance and protection for 20 dedicated U.S.-based users. This holistic solution not only modernized the organization’s financial ecosystem but also strengthened operational control and decision-making through automation, visibility, and enhanced security.
Products Implemented
Additional Integrations
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 consolidated, with better visibility and oversight, and has extended their sales team’s capabilities.
Key Results
- Achieved a streamlined quote-to-cash process on a single platform, eliminating redundancies and boosting efficiency.
- Gained improved visibility and oversight across sales, billing, and revenue operations.
- Automated key workflows, reducing manual effort, errors, and processing time.
- Strengthened data protection with enhanced security configurations for sensitive information.
- Expanded sales capabilities with advanced CPQ, billing, and approval workflows, supporting scalable growth.
- Improved product configuration, quoting, and order accuracy while enhancing inventory oversight for 100 SKUs.
- Implemented standardized pricing and discount controls, reducing revenue leakage and ensuring transparency.
- Integrated tax compliance directly into billing processes, ensuring accurate and audit-ready invoicing.