7 min read
Key Highlights
- 40% Faster Processing Time
- 30% Faster Quote Approval Process
- 50% Increase in Billing Efficiency
- 20% Improvement in Operational Efficiency
Products Used
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Salesforce Sales Cloud
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Salesforce Service Cloud
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Salesforce CPQ
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Salesforce Financial Cloud
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Logisense for Billing Integration
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Workato for Automation
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Salesforce Analytics
Customer Overview
Leading MSP Specializing in IT Solutions Across Industries
A prominent Managed Service Provider (MSP) delivering IT solutions and services to various industries. Their goal is to drive efficient operations and enhanced service delivery through cutting-edge technology integration and automation.
Challenge
Inefficient CPQ System and Duplicate Case Creation Hampering Productivity
The client was struggling with several operational inefficiencies:
- Inefficient CPQ System: The slow Configure, Price, Quote (CPQ) process delayed sales cycles, impacting revenue generation.
- Duplicate Case Creation: The customer support department faced challenges with duplicate case creation, leading to confusion, extra workload, and decreased service quality.
Solution
Comprehensive Salesforce Automation Solution by CriticalRiver
CriticalRiver implemented a powerful Salesforce-based solution to address these challenges:
- Automated Quote-to-Cash Process: Salesforce CPQ and Logisense integration automated the sales and financial workflows, optimizing the quote-to-cash process and improving accuracy.
- Workato Integration for Case Management: Workato integration ensured seamless ticket management, eliminating duplicate case creation and improving service operations.
- Additional Enhancements: CriticalRiver enhanced the professional services automation, streamlining service delivery and improving user experiences on partner and customer portals.
Impact Delivered
Improved Operational Efficiency and Streamlined Sales Processes
The tailored Salesforce automation delivered several significant business improvements:
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40%FasterProcessing Time: Automating the quote-to-cash process reduced sales and financial workflow times.
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30%FasterQuote Approval Process: An optimized CPQ system accelerated the quote approval process, reducing sales cycle delays.
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50%IncreaseIn Billing Efficiency: The integration of Logisense boosted billing accuracy and efficiency.
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20%ImprovementIn Operational Efficiency: Automation of ticket management freed up resources, improving overall operational efficiency.
Results
A Future Focused on Operational Efficiency and Revenue Growth
With CriticalRiver’s customized Salesforce solution, the MSP significantly enhanced its operational workflows. Automation reduced manual processes, improved service delivery, and accelerated sales cycles, positioning the company for future growth and operational success.
Are you looking for a similar solution?
You can also email us directly at contact@criticalriver.com