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Salesforce CPQ Reduces
Time to Quote by 80%

Treasure Data

What makes Treasure Data different

Treasure Data is the leading customer data platform (CDP) for global enterprises. They help the world's largest companies unify their customer data across the organization to improve campaign performance, achieve operational efficiency, and drive business value with connected customer experiences.

We have retained this partner and now work with them on all kinds of various SFDC-related projects because they are excellent. Probably the best SFDC resources we have. We treat them like part of our own team now.  – Sr. Director Revenue Operations

Their Need

Treasure Data had been using an AppExchange CPQ tool to execute their pricing and quoting.  As pricing complexity increased, this tool no longer supported business needs.  This had the potential to limit future growth.  Challenges included:

  • Complex quotes took as long as a week to complete

  • Manual intervention/oversight required for most quotes

  • Concern about pricing consistency/accuracy

  • Difficult to add new product lines

  • Lacked visibility into product margins when negotiating specific deals

  • Need to support multiple currencies

 

Our Solution

DoubleTrack implemented Salesforce CPQ+ and Sales Cloud to create one centralized hub for customer data, better sales pipeline management and automated sales quoting processes. We also configured a few key integrations to enhance their instance and create an even more streamlined quoting process including;

  • Salesforce CPQ Plus

  • Sales Cloud

  • Conga Quote Generation for CPQ Plus

  • QCP (quote calculator plug-in) added to handle multi-year contracts with variable commitments by year

  • Integrations work included: Salesforce & AWS (Axia is AWS Certified), NetSuite via Celigo, IronClad, JIRA

  • AppExchange Apps/Partners: IronClad, Conga Quote Generation, Celigo, Axia My Items to Approve

  • Managed Services (post implementation)

  • Treasure Data has engaged Axia Managed Services on an ongoing basis to assist with defining and executing subsequent steps in their CPQ roadmap. 

 

The successful implementation didn’t end there - Treasure Data takes full advantage of our managed services. With ongoing collaboration with the Treasure Data team, we not only assist with support and training, we ensure their Salesforce instance is always optimized for growth and success.

 

The Outcome.

  • 80%+ reduction in quote generation time

  • 96% reduction in pricing templates           

  • Accurate quotes in 5 currencies

  • Improved margins - margins while pricing specific deals

80%

reduction in time to quote

96%

reduction in pricing templates

SUCCESS STORIES

Customers like you are on the right track

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Learn How NISC Reduced Quote Time by 70%

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Flexi-Van Reduced Approval Time by 80% with Salesforce CPQ

Let’s build something together

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