About the client
The client is a notable fire and life safety service provider in the US known for delivering top-tier safety solutions.
Client challenges
The client was facing issues with their existing system flow, which led to frequent disruptions in managing large and intricate channel quotes. These challenges included difficulty in configuring products, services, and discounts accurately, resulting in a less precise quoting process. Furthermore, their sales workflow was not up to mark, failing to apply discounts on product costs or region-specific pricing accurately.
In response to these challenges, LevelShift implemented a CPQ optimization strategy. This approach refined operations, improved the workflow, organized sales processes, and enhanced the efficiency of the sales workflow.
Solution
LevelShift has elevated the process of CPQ optimization. This upgrade has made the CPQ process more accessible and efficient for both sales and operations teams. We studied the flow issues in detail, put the best solutions in place, and made comprehensive changes to the CPQ Quoting solution.
To enhance the user experience, we developed solutions for managing complex channel quotes and configuring products, services, and discounts. We streamlined the complexities associated with discounts and pricing, which led to substantial time savings and a smoother workflow. Our skill in CPQ optimization has resulted in a consistently well-adjusted system customized to meet the team’s specific needs.
Benefits
LevelShift delivered significant benefits through the smooth integration of services, process automation, billing management, and the use of CPQ tools. We analyzed CPQ limitations, rectified failing flows, implemented large quotes, and constructed tailored channel quotes to streamline system functionality. This initiative also addressed challenges in properly applying discounts and pricing, ensured cohesive operations, and maximized overall productivity.