A significant Cloud based Technology Company specializing in Backup, Archival, Remote Replication
and Disaster Recovery.
Being a fast-growing business backed by Venture Funds, the company started to face a lot of
challenges like the ones listed below.
Difficulties in managing Multiple Variations of their Single Product
Lack of robustness in existing CRM application to handle multiple 3 rd party integrations.
Delays in processing Quotations and Pricing, which resulted in losing to competition.
Inability of Existing Configure-Price-Quote Tool to support Subscriptions, Bundles and Renewals.
Lack of Key Business Insights due to absence of integration between existing ERP and
To address the above Business challenges, Zivoke proposed the below solutions:
Introduction of Salesforce to replace the existing CRM.
Replacing the existing CPQ tool with CPQ Steelbrick
Migration of Data from Old to New Tool
Re-configuration of a new Approval and Discounts Process
Integration of Salesforce with Existing applications and ERP.
Zivoke followed the below approach to implement the above high-level Business Solution.
Configured a new state-of-the-art architecture that supported Quote to Order on the
Simplified the existing SKU to accommodate multiple variations
Migrated to Steelbrick CPQ (Configure-Price-Quote) Tool to help In-Flight Quotes and Renewal.
Migrated data from existing tool to Steelbrick to support Subscriptions and Renewal
Integrated Salesforce with Existing Marketing Automation Tools, Partner Management, Payment
Processing and Netsuite ERP.
The End to End Implementation took few weeks to complete.
POSITIVE IMPACTS ON THE BUSINESS
Below were few positive impacts that Zivokeâ€™s solution brought to the clientâ€™s business.
Overall increase of 7% sales by End of the First Quarter after solution implementation.
Increase in Configuration and Pricing accuracy while streamlining the quoting process
for sales representatives.
Streamlined data flow across applications provided key insights and improved Business
Visibility into customer entitlements increased, especially for amendment and renewal
processes, and sales representatives were able to gain a complete picture of each client
without having to juggle between multiple applications.
Several manual steps that had decreased processing time for quotes were now eliminated.
Contact us to see how we could make your Tools work in a more Simpler and Effective way