Salesforce CPQ Implementation for a US-based Wholesale Cannabis Platform
About Client
Our client runs a North America based, prominent wholesale cannabis platform that bridges the gap between innumerable cannabis brands, retailers, and distributors to conduct seamless business. ADVANZ101’s Salesforce team was consulted to provide support for the business’ pre-existing Salesforce CPQ ecosystem in areas of Product Configuration, Invoicing and Quote Template Configuration to enable streamlined cannabis commerce.
Challenges
- Functionality to apply new pricing to renewed contracts
- Prevalent invoicing process issues for many orders/records
- Absence of multiple quote templates for varied product categories
- A mechanism within Revenue Cloud to charge buyers based on product consumption in the previous month
- Functionality to apply new pricing without affecting existing renewals in CPQ language and during a product’s end-of-life scenario
OutCome
