Salesforce CPQ Implementation for a Process Automation Sotware Provider

Business Challenges

Our client was looking at migrating from Salesforce Classic to Lightning for overcoming the following challenges :

  • Enable Auto Renewal and Low Touch Renewal.
  • Functionality to remove duplicates during Account Merge.
  • Contract related feature enhancements, like List view optimization.
  • Functionality to change currency of Renewal Opportunity and Quotes.
  • Quote related feature enhancements for a smooth end-user experience.
  • Removal and addition of different stages from the Quote and Opportunity journey.
  • Case Management related feature enhancements, like adding signature to email templates.
  • Functionality to auto-populate fields like Sold to Contact, Customer Billing Preference, and Invoice Email from Account on Renewal use case.

Project details