Optimizing conga CPQ for a non-profit organization: Increasing efficiency and revenue
Challenges
1- Fragmented development processes.
2- Slow deployment cycles causing delays.
3- High operational costs due to manual efforts and errors.
Solutions
1- Assessed and redefined existing workflows and tools.
2- Introduced a Salesforce DevOps Center to automate deployments and testing.
3- Fostered collaboration through redesigned workflows and team upskilling.
Results
- Deployment times reduced by 90%, from weeks to hours.
- Defects post-deployment decreased by 80%.
- Improved team productivity and operational costs reduced by 30%.
Our client is the leading scientific and professional organization representing psychology in the United States, with over 146,000 members, including researchers, educators, clinicians, and students. They create and distribute learning materials such as journals, research papers, and study guides to colleges and universities.
The client used Conga CPQ, Conga Order Management, and Conga Billing for pricing, order fulfillment, and invoicing. However, due to an unoptimized CPQ system, they faced inefficiencies in generating price quotes, tracking renewals, and maintaining asset management. Additionally, outdated Salesforce integrations caused system instability, and the invoicing process required manual intervention, leading to delays. They sought a technology partner to optimize their Conga CPQ setup and enhance business performance.
Our Technology Mindz experts conducted a detailed analysis to understand the client’s pain points. We then customized and optimized Conga CPQ to align with their business needs. Additionally, we:
1- Upgraded all Salesforce integrations to ensure smooth functionality.
2- Automated invoice generation with a standardized template.
3- Streamlined asset management to improve renewal tracking.
- The client struggled with manual data entry for price quotations, leading to delays in generating accurate proposals.
- The system had issues calculating discounts correctly, affecting deal closures.
- The client lacked a streamlined process for tracking expiration and renewals, resulting in lost deals.
- Since there was no standardized invoice template, employees had to modify invoice documents manually, increasing errors and inefficiencies.
- We tailored the CPQ system to meet the client’s pricing and renewal requirements, improving data accuracy and efficiency.
- A standardized invoice template was implemented, eliminating manual modifications and reducing errors.
- We updated all integrations to the latest versions, ensuring stable and reliable system functionality.
- Configured custom functionalities to track expiration and renewal dates, helping the client prevent revenue leakage.
- Implemented automated tracking features for product and service renewals, ensuring clients receive timely notifications.
40%
Faster Price Quote Generation
Optimized workflows reduced the time taken to generate and send quotes.
30%
Reduction in Manual Workload
Automation eliminated redundant tasks, allowing employees to focus on higher-value activities.
99%
System Uptime
Upgrading Salesforce integrations ensured seamless data flow and system stability.
20%
Increase in Customer Retention
Improved renewal tracking enabled the client to proactively follow up on renewals, reducing lost opportunities.
