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Accelerating Quote‑to‑Cash Velocity through Salesforce‑Powered Automation

Key Highlights

  • 40% Faster Processing Time
  • 30% Faster Quote Approval Process
  • 50% Increase in Billing Efficiency
  • 20% Improvement in Operational Efficiency
  • Products Used

    Products Used

    Salesforce-Sales-Cloud.png
    Salesforce Sales Cloud
    Salesforce-Service-Cloud-Icon.png
    Salesforce Service Cloud
    Salesforce-CPQ.png
    Salesforce CPQ
    Salesforce-Financial-Cloud.png
    Salesforce Financial Cloud
    Logisense for Billing Integration
    Workato-for-Automation.png
    Workato for Automation
    Salesforce-Analytics.png
    Salesforce Analytics
  • Customer Overview

    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

    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

    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

    Impact Delivered

    Improved Operational Efficiency and Streamlined Sales Processes

    The tailored Salesforce automation delivered several significant business improvements:

    • 40% Faster Processing Time: Automating the quote-to-cash process reduced sales and financial workflow times.
    • 30% Faster Quote Approval Process: An optimized CPQ system accelerated the quote approval process, reducing sales cycle delays.
    • 50% Increase In Billing Efficiency: The integration of Logisense boosted billing accuracy and efficiency.
    • 20% Improvement In Operational Efficiency: Automation of ticket management freed up resources, improving overall operational efficiency.
  • Results

    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.

Key Highlights

  • 40% Faster Processing Time
  • 30% Faster Quote Approval Process
  • 50% Increase in Billing Efficiency
  • 20% Improvement in Operational Efficiency

Products Used

Salesforce-Sales-Cloud.png
Salesforce Sales Cloud
Salesforce-Service-Cloud-Icon.png
Salesforce Service Cloud
Salesforce-CPQ.png
Salesforce CPQ
Salesforce-Financial-Cloud.png
Salesforce Financial Cloud
Logisense for Billing Integration
Workato-for-Automation.png
Workato for Automation
Salesforce-Analytics.png
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:

  • 40% Faster Processing Time: Automating the quote-to-cash process reduced sales and financial workflow times.
  • 30% Faster Quote Approval Process: An optimized CPQ system accelerated the quote approval process, reducing sales cycle delays.
  • 50% Increase In Billing Efficiency: The integration of Logisense boosted billing accuracy and efficiency.
  • 20% Improvement In 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.

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