LevelShift Helps a Health Innovation Company Automate its Quote-to-cash Process and Streamline Salesforce CPQ Product Bundles

The client is a national organization that represents and serves hospitals and healthcare networks.

The client sought LevelShift’s help to streamline its Salesforce CPQ product offerings, increase quote velocity, and improve user experience.

Some of the specific challenges were: how best to leverage Advanced Approvals, Conga Sign implementation, pricing for bundled products, and out-of-the-box Salesforce approvals linked with the bundled products.

LevelShift implemented Salesforce CPQ with the following steps:

• Installed Salesforce CPQ with Base Configuration, including setup of bundled and stand-alone products, standard price book, and configuration of quotes.
• Set up Bundle Discounting to create a discount schedule for Gold program products.
• Implemented Conga Composer CPQ Quote Template & and CLM Review.
• Set up advanced approvals for specific products based on product details and Bronze Associate Program requirements.
• Set up Order Generation that automates quote-to-order when an opportunity is closed and maps order creation from quote details.
• Integrated Event Schedule into the CPQ quoting process.
• Conducted review and testing to confirm if CPQ works with the current Inventory functionality.

LevelShift implemented the CPQ solution – targeted specifically for their Associate Member program that bundles packages at different levels as per the needs of their customer.

• Our targeted approach helped the client feature their advertising and their content packages to their customers efficiently enabling them to easily selecting packages and direct sign-ups.
• The bundling of products and services according to tiers led to increased sales and improved efficiency in product management.
• A streamlined approval process resulted in greater control over the approval workflow and improved process compliance.
• The CPQ quotes and templates helped accelerate quote creation and generated accurate and consistent quotes.
• Our Conga Sign implementation helped the customer’s sales team reduce their contract management workloads, and improved regulatory compliance and tracking of the contracts.