Our client is the leading scientific and professional organization representing psychology in the United States, with more than 146,000 researchers, educators, clinicians, consultants, and students as its members. They prepare journals, study materials, research papers and then provide these as products to different colleges and universities.
The client provides learning materials on various aspects as products to their customers. They were using Conga CPQ, Conga order management and Conga billing respectively for generating price quotes, order delivery and generating invoices. The client was facing many challenges due to unoptimized Conga CPQ and was looking for a technology partner to help them to improve their business performance by optimizing it.
Our experts at Technology Mindz carried out a detailed analysis and tried to understand all the pain points of the client thoroughly. We customized and optimized the Conga CPQ as per the client’s business requirements. We also upgraded all the integrations to their Salesforce org as per the latest versions.
The client was facing difficulties in preparing price quotations. They were not able to enter information with respect to subscription renewals and information related to different products.
There were problems related to calculation of pricing. Discounts were not getting calculated properly.
Inefficient process of managing assets in the CPQ. Problems in maintaining expiration and renewals of learning materials.
There was a manual process of modifying invoive document everytime since there was no standardized invoice template.
The client was not able to track renewals and as a result were loosing a lot of deals.
- Optimized and customized CPQ which helped them to increase their performance.
- Streamlined the subscription renewal process and worked on data loads for appropriate old data fixes.
- There were many integrations to the Salesforce which were getting expired, so we had to upgrade them to the latest versions so that the client can continue using them.
- Customized and standardized invoice templates and automated the process of invoice generation.
- Streamlined the asset managemnet process by configuring customized functionalities. They were easily able to track the renewal and expiration dates for their subscriptions.
-
Enhanced Performance: The optimized Conga CPQ system markedly improved operational efficiency and reduced processing time, allowing for swift and accurate price quotes.
-
Streamlined Invoicing: Automated invoice generation streamlined the process, reducing manual workload and ensuring standardized invoices.
-
Stable Integrations: Upgraded integrations enhanced system stability, ensuring smooth functionality and eliminating disruptions in critical processes.
-
Increased business opportunities and scalability: Handling all the challenges of the client's business and providing relevant solutions helped them to scale their business and grab new opportunities.
