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Case Study

Sales Transformation and Process Sandardization for the Quote-to-Bill Process

Domain: Data Storage

Product line :

Key Challenge:

  • Customer wanted to standardize all their product catalogues for key services for the 10 countries (with 80% revenue).
  • Similar products were named differently across countries, based on the specific nature of selling and the price points.
  • No common Sales process with high dependencies on the Sales agents to perform quotation process for a specific geography.
  • Lack of accuracy in the latest product catalogues/Pricebooks made the quotation process long.

Our Solution:

Standardizing the Sales process and Product Family across the geography making it the global process for effective business.
Configuration of Product catalogue, Bundling of products for effective quotation, defining pricing rules, tax , revenue recognition rules and the invoices + payment processes in one touchpoint quotation journey.

The Result:

This helped setting global Quote-to-bill process,

which can now be scaled to further geographies.

Created effective and accurate

revenue forecasting for the business leaders.

Related Tags:

Sales Cloud & CPQ

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Questions? Want To Know More.

To know more about how Maantic has delivered digital transformation solutions, reach out to our Solar Energy digital transformation expert.