Case Study
Optimize sales process
Heavy manual intervention in quote management was reduced by building a CPQ system with bundling and discount options, resulting in a quicker and more accurate lead to quote cycle.
engagement type
Estimated Project
product
CPQ
industry
High Tech
CyberSheath helps organizations achieve and maintain full compliance with Department of Defense requirements.
Overview
- Key Challenges: Heavy manual intervention in quote management
- Key Solutions: Built CPQ with bundling and option for discounts
- Key Impact: Quicker and accurate lead to quote cycle
challenges
- Sales pipeline processes required optimization
- Client Assessment processes needed heavy manual intervention
- Complex SOW generation process
- High dependency on excel sheets led to scattered data
- Manual approvals in Lead to Quote workflow
Solutions
- Restructured their sales process from lead generation
- Automated the assessment form process via DocuSign
- Built CPQ with bundling of products and an option for discounts in the quote process
- Automated SOW generation based on information captured via assessment
form
Impact
- Quicker Lead to Quote cycle
- Improved employee satisfaction and productivity
- Improved accuracy & effectiveness
- CPQ optimized their discounting strategy