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.
