Salesforce CPQ Implementation for leading company which brings Student Dreams into Actionable plans.

Business Requirement

  • To move legacy quote generation process with Salesforce CPQ to ease Sales teamwork
  • Implement three-year model to keep track of subscriptions for three separate year
  • Implement MDQ products to implement three-year model
  • Implement Recurring, One Time products
  • Implement discount schedules with different slabs based on quantity or term.
  • Implement Block pricing for one time product so Price get vary based on Quantity
  • Implement Partner/Distributor discounting based on account info and Partner
  • Control accessibility of fields on Editor.
  • Integrate Conga Sign to make invoicing method more digital and keep track of all Transactions
  • Configure Draft and final templates for Quote and Contract.
  • Implement Template in such way that Sales user can modify terms and can add some notes which can be helpful for end user

Business Challenges

  • When we use Salesforce CPQ MDQ functionality, It doesn’t allow to split the contract
  • Need to go with MDQ limitations for different business requirement such as labelling segments, Blocking segments to edit, Amendments on next two year contracts
  • Implement Advanced Approval process with custom requirement
  • Generate templates for different requirements based on need
  • Business changed requirements frequently causing rework
  • Not able to properly format quotes Formatting of quote generation
  • For some points business were not clear with the requirements

Solution (CPQ)

  • Configured dimension on Products as requirement which helps business to split their Products based on Year and months
  • Automate Pricing for different product by using CPQ functionality like Discount Schedules and Pricing method such Block Pricing, List Pricing
  • Added validations through rules to restrict sales user for wrong configurations of Products
  • Used Bundle products to sell related products together
  • To overcome MDQ limitations and satisfy various other requirements Implemented custom ‘Intra-Order Contract’ model
  • Automated Order to Intra contract generation journey, Opportunity to quote creation journey with required values
  • Tested all the scenarios with different pricing module for each products