Effectively Integrating an Automated Quotation Process

Effectively Integrating an Automated Quotation Process

Headquartered in Suwanee, GA, Control Southern has been helping manufacturing plants run better, faster, and smarter through automation and customized valve solutions since 1956. However, Control recently needed a solution of their own. They needed an effective integrated solution between Salesforce Sales Cloud, Salesforce CPQ and their ERP.

Control’s Salesforce Challenge

Control Southern was utilizing Salesforce Sales Cloud in Classic, Excel spreadsheets, and Phoenix Software alongside their ERP, IFS.

When Control used Phoenix to build their quotes, the quotes would sync with their ERP, independent of their Sales Cloud. As a result, their siloed systems required users to touch, reference, and manipulate multiple applications during their quotation process.

Realizing their dilemma, Control decided an automated quotation process that also integrated with their Sales Cloud and ERP would better serve their needs, processes, and customers. Thus the reason why Control turned to Ad Victoriam Solutions (AdVic) and a Salesforce CPQ solution.

In addition, Control wanted to convert from Salesforce Classic to the Salesforce Lightning Experience.

After a careful deep-dive into Controls’ current systems – and a complete understanding of their business and future needs – the AdVic team implemented a nine-point solution.

Salesforce Implementation & Integration Results

Since AdVic’s implementation and integration of Salesforce CPQ, Control’s connected databases and processes have drastically increased productivity through automation. The upgrade eliminated the users’ need to switch to multiple systems during the quote creation.

In addition, effectively integrating Control’s accounts, systems and their products with their ERP has unified their data increasing efficiencies. As a result, custom flows, automation, and minimal clicks have positively impacted their system usability.

Other positive results include:

The new quoting templates and quick action buttons have provided Control with clear, accurate quotes. The templates have also reduced quote related inquiries – increasing customer satisfaction – and has sped up the sales cycle process.

The ability for Control to visually adjust in the quote details, which has increased user-friendliness and, therefore, positively impacted user adoption and system utilization.

Custom filtering and data validation applied prior to data cross-platform sync, combined with approval processes, have increased Control’s data accuracy and integrity.

Want to experience the same kind of results Control Southern did with your Salesforce implementation or integration project?

Contact Ad Victoriam today to learn how our team of problem solvers can help your company seamlessly implement and integrate a custom solution to solve your unique set of challenges. Ad Victoriam treats our clients as partners, not a one-off project. We will dive deep into your business and your challenges to provide an innovative, scalable solution. Reach out to our solution team today.

 

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Merging Multiple Salesforce Orgs: Customer Success

Cloud System Connectivity Ad Victoriam Salesforce Implementation

Ad Victoriam Solutions (AdVic) was called in when a market-leader was merging their vulnerability and identity security operations with another org to offer the cybersecurity industry’s first identity-based security automation platform. Their merger presented a problem they wanted AdVic to solve – duplicate Salesforce Clouds. In addition, they had previously undergone several
 org migrations leaving the business with disconnected data and processes.

Salesforce Customization Roadmap

To address their dilemma, the newly merged company needed AdVic to create a strategic technical roadmap detailing the replication of key functionality from each legacy Cloud into a new Salesforce instance. To begin, AdVic dove deep into their company processes and goals. The AdVic team then facilitated a significant data cleansing process in preparation for the migration of historical data.

Afterwards, the AdVic team merged the two organizations’ processes into one new Sales Cloud platform. Their legacy CPQ product, Aptus, was replaced with Salesforce CPQ and integrated into their new platform.

Related: Increase the ease, speed and accuracy of your sales quoting process. View this recorded webinar with live demo to see the benefits of utilizing Salesforce CPQ and learn top tips for customizing the platform to meet your business needs.

The Results

  • Significant reduction in the product catalog through streamlining and eliminating skew redundancies.
  • Data duplicate removal and cleansing drove data integrity enabling the Client to speed their sales cycle and customer success.
  • Significant increases in new features, functionality and automation enhanced productivity and team collaboration.
  • New quote templates and automation simplified quotation process, while increasing quotation delivery and accuracy.
  • Validation Rules and Stage Gating established process consistency for opportunity stages based on strict stage progression requirements.

Commenting on the overall AdVic-crafted resolution, the newly merged company’s representative shared, “End to end world class support and experience. They not only delivered the project on time, we had a wonderful support structure that allowed us to get timely consulting, advice and expertise when it came to strategic decisions.”

Whether you have a homegrown, a third party system or a combination of the two, Ad Victoriam Solutions can assist you with all of your integration, migration and platform enhancement needs. Talk to us about your unique business needs to see how we can connect your systems to accelerate your business growth.

 

Salesforce CPQ Webinar and Live Demo

Sales Quote Automation: Faster & Accurate Quotes

Sales Quote Automation Salesforce CPQ

The Quoting Challenge

Ad Victoriam Solutions’ welcomed challenge involved longtime client Concurrent Technology, Inc. Concurrent is a global company that develops software solutions focused on storing, protecting, transforming, and delivering visual media assets.

Concurrent was utilizing the standard quoting system within Salesforce alongside Excel spreadsheets to manage their quoting process. Their processes were labor-intensive and decreased productivity. With multiple product lines at varying levels of functionality, Concurrent needed a more robust system to streamline their quoting process, they needed Salesforce CPQ.

Ad Victoriam Salesforce CPQ Solution

After a careful analysis, the Ad Victoriam (AdVic) team integrated a beneficial solution:

Quote to Cash Salesforce CPQ Implementation
Created guided selling processes to eliminate manual tasks and use of external spreadsheets driving faster and simpler quotation process. Provided flexible solution to allow customization and personalization.

Functionality Reduces Quotation Time
Product Favorites deployed enabling sales reps to save favorite products and configure bundles. Designed custom Conga templates to populate standard quantity levels, descriptions, and associated price levels. Functionality reduced quotation time from six minutes to just 30 seconds!

Revenue Growth with Product Grouping
Automation process added a secondary “recommended” product group in addition to the primary products requested by the customer. Second grouping drives revenue with minimal additional sales effort.

Quotation Clarity Enhances Customer Satisfaction
Quote enhancements provide well-defined pricing and discount information decreasing post-quotation questions while enhancing sales and customer service experience.

Related: Join an upcoming webinar & live demo (free) to learn more about Salesforce CPQ.
No selling. Just information. Register today. 

There’s no doubt that AdVic has seen how Salesforce CPQ integration can transform the quoting process in an extremely positive way with nearly instant systems improvements, and our clients and quite happy with the results, too.

Concurrent’s Sr. Director of Technology Operations & Program Management said, “We have enjoyed working with Ad Victoriam on numerous projects since our initial Salesforce deployment and are looking forward to continuing our partnership as we roll out new functionality and improved user experience to our sales and support teams.”

New to Salesforce CPQ?

Salesforce’s CPQ (Configure, Price, Quote) software is a sales tool for companies to provide accurate pricing with any given product configuration scenario. CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately. Hosted within the Sales Cloud platform, CPQ gives your team a direct link with your CRM to make the most impactful sales decisions.

 

Want to learn more?
Register for our free webinar & Salesforce CPQ live demo. 

Salesforce CPQ Webinar and Demo

Customer Success Stories: Salesforce CPQ, Data Migration & Pardot Implementation for Industry-Leading Human Resources Firm

Salesforce CPQ

Ad Victoriam Solutions partnered with a human resources firm that unifies employee engagement through EAP and well-being programs as well as perks and recognition for employees. They work with 49,000 businesses and provide a network of 20,000+ clinical experts and 16,000 retail merchant partnerships. They wanted to a Salesforce CPQ implementation as well as Pardot.

Read the case study to find out the results.

The Story

This company required a trusted advisor to guide them through a complex data migration, process standardization, Salesforce CPQ (Click, Price, Quote) and Pardot implementations. Teams were using separate CRMs and spreadsheets to manage data and processes. They needed someone who could simplify the complex.

The Challenges

  • DATA MIGRATION
    • Mapping between three
    • different systems
    • Managing data quality
  • SALES CLOUD (process standardization)
    • Managing a sharing model to meet EU privacy laws
    • Managing data needed to track and
    • commission brokers
  • SALESFORCE CPQ
    • Tracking sales of configurable products
    • Managing dual approval tracks for
    • one product
  • PARDOT
    • Meeting requirements of a global team
    • including managing anti-spam laws

Salesforce CPQ & Pardot Implementation Results

Within two months of implementation, the company was up and running with their legacy data fully migrated into Salesforce, including data from various spreadsheets. They have visibility into their products and customers like they never did before, and we were able to accommodate changes in processes and product offerings along the way with little impact to their budget and timeline.

At Ad Victoriam Solution, we’re problem solvers. Let us tailor a solution just for you. Contact our knowledgeable consultants today to find out how we can help add value to your organization.