May 14, 2024
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Significant challenges in Configure Price Quote (CPQ) process, affecting sales efficiency and customer satisfaction.
Zivoke addressed these challenges by implementing a robust CPQ solution using Salesforce CPQ.
Implementation resulted in highly scalable product configuration with reduced Sales cycle time.
Being backed by a Venture fund, they were growing fast and needed a significant transformation in their quoting and pricing area. Their existing systems were not equipped to handle complex pricing models and custom configurations, leading to:
Prolonged sales cycles due to manual quote generation and approval processes.
Inconsistent pricing and quoting errors, resulting in customer dissatisfaction.
Difficulty in managing Discounts, Internal Approvals, SKUs, Product configurations and bundling options.
Lack of integration between their existing system and other business applications, causing data silos and inefficiencies.
Zivoke addressed these challenges by implementing Salesforce CPQ. Our tailored approach included:
Our approach to transforming the CPQ process involved Discovery and Assessment. Team Conducted a thorough assessment of the existing quoting process to identify pain points and areas for improvement. Then came out with a future proof Solution Design. Zivoke’s Salesforce Architects designed a tailored Salesforce CPQ solution that met the specific needs of this SaaS company, ensuring it could handle complex pricing models and configurations. Implemented Salesforce CPQ and integrated it with the company’s existing systems to create a unified platform. Tailored Training sessions were provided to different users profiles to help run their day to day work. This also included a in depth training for the sales teams to ensure effective use of the new CPQ system and facilitated change management to drive adoption.
The implementation of Salesforce CPQ by Zivoke resulted in substantial improvements for the SaaS company:
South African Federation for Mental Health
Stefanie Poô - Business Development Director
We enjoyed working with Zivoke, as they took both our need and available budget into consideration. The team is very quick to respond to questions and queries and is very helpful, even with questions beyond the project scope.
Ohio Foundation
Bill Spiker - President
The Zivoke team was responsive and knowledgeable. They cared about meeting our needs and were a pleasure to work with. They communicated the costs and scope accurately and we felt 100% satisfied. We would recommend them without hesitation and feel we now have a valuable Salesforce resource for future needs.
Tourism London
Karen Dowhan - Director of Conventions
Manjunath from Zivoke was very friendly and helpful on the first few minutes of my initial call. He made me feel that I was important and assured that he could help with my Salesforce exporting and answered all of my questions. He and his team provided excellent customer service and surpassed our expectations. There was a lot of manual importing that his team needed to do. I would highly recommend Zivoke.
Cheng & Tsui
Judy Campbell - Head of Sales & Marketing
We had an excellent experience working with Zivoke. The problem faced was inheriting a highly underutilized, poorly set up CRM and an untrained team doing their best to use a structure that did not reflect our sales process. Zivoke listened intently to our long list of needs, put forth a very detailed proposal responding to those needs. Then they worked with us to restructure SF in a more user-friendly and productive way, The training they offered was excellent and customized to our needs. I highly recommend them.
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