FEATHER ON THE HAT“Zivoke has been recognized as the Top Salesforce Implementation Company for SMBs by Upcity”

Cloud Based Technology company doubles Sales without extra resources

Technology transformation of a significant Cloud based Technology Company specializing in Backup, Archival, Remote Replication and Disaster Recovery.

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Business Challenges

Being a fast-growing business backed by Venture Funds, the company started to face a lot of challenges like the ones listed.

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Zivoke's Solution

To address the above Business challenges, Zivoke proposed the solutions.


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Benefits

We are showing few positive impacts that Zivoke's solution brought to the client's business.

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BUSINESS CHALLENGES

Being a fast-growing business backed by Venture Funds, the company started to face a lot of challenges like the ones listed.

Difficulties in managing Multiple Variations of their Single Product


Lack of robustness in existing CRM application to handle multiple 3 rd party integrations.

Lack of Key Business Insights due to absence of integration between existing ERP and other applications

Lack of Key Business Insights due to absence of integration between existing ERP and other applications

Lack of Key Business Insights due to absence of integration between existing ERP and other applications

ZIVOKE'S SOLUTION

To address the above Business challenges, Zivoke proposed the 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.

APPROACH

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 Salesforce platform. 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 Forecasting. Integrated Salesforce with Existing Marketing Automation Tools, Partner Management, Payment Processing and Netsuite ERP.

The End to End Implementation took few weeks to complete.

BENEFITS

We are showing few positive impacts that Zivoke's solution brought to the client'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 Intelligence.
  • Several manual steps that had decreased processing time for quotes were now eliminated.
  • 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.

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