Salesforce & Certinia
Key Improvements
Diabsolut transformed the client’s legacy system, adding mobility and integrating advanced CPQ and Conga functionalities, enhancing efficiency and user experience.
Diabsolut’s hands-on approach empowered the client’s team with the skills to independently manage and optimize their system, ensuring long-term self-sufficiency.
Aligning the solution with the client’s strategic goals, the project not only improved current operations but also supported future growth, leading to an extended partnership with Diabsolut.
The Challenge
A top software and IT service and solution provider, who knows Salesforce and Certiniatechnology well, was dealing with the aftermath of a two-year long project to optimize their accounting and billing solution. Their project partner had produced an overly complex design and sub-optimal integration.
Pain Points
- Overly complex design produced by the previous project partner.
- Sub-optimal integration of the accounting and billing solution.
- Disconnect between various Certinia components and Salesforce CPQ.
- Complications due to reliance on external integration for the opportunity to quote process.
- Overly difficult methods to resolve corner cases.
- Frustrating system use for end-users.
Requirements
- Optimized redesign of the accounting and billing solution.
- Improved configuration to ensure seamless integration.
- Reimplementation of the solution to align Certinia components with Salesforce CPQ.
- Elimination of reliance on external integration for the opportunity to quote process.
- Enhanced user experience by making the system easier.
- Adherence to business, financial, and industry best practices.
- Adoption of a collaborative and iterative project approach to ensure success.
The Solution
Solution re-design involved re-configuration of several components to better support the organization’s goals and operational needs; improved configuration, and development related to maximizing solution value.
Products Implemented
Integrations
The Results
After an unsuccessful start with a previous partner, the client’s engagement with Diabsolut allowed them to quickly maximize their investment. The system was reconfigured to meet their needs, empower their teams, and better support both strategic goals and customer experience. With sales and billing now fully connected, the organization is positioned to deliver exceptional service and long-term growth.
Key Results
- Enhanced Functionality: Legacy system reconfigured to support mobility and modern operations
- Improved Customer Experience: Connected sales and billing teams deliver stronger client support
- Time & Resource Savings: Automation of contracts and streamlined processes reduced effort and costs
- Empowered Teams: Knowledge transfer prepared internal staff for solution ownership and self-support
- Strategic Alignment: System now aligned with business goals, ensuring sustained growth
- Integrated sales-to-quote process with CPQ for efficiency
- Conga integration for advanced quote approvals and e-signatures
- Simplified, automated contract management (amendments and renewals)
- Centralized pricing dashboard to manage discounts, tiers, and rules
- Streamlined product configuration for bundles, features, and dependencies