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Information Management Company Aligns Quote-to-Cash Process with Salesforce CPQ Plus 

Computer Software Company

What makes this Information Management Company different?

Client is a computer software company specializing in documentation, reporting, and communication services. Its  electronic record and associated functionality is built on decades of experience as state employees, providers, managers, and administrators who understand quality service provision.

"We have been working with DoubleTrack  for a little over six months with our managed service package. They have found amazing new ways to streamline our everyday workflow within our teams and have been successful with enhancements on both the Service and Sales/CPQ Side of our business. They have been excellent with communication and have made the process from Discovery to UAT to going live seem easy."
– Director of Support/Digital Transformation

Their Need

Client had implemented Billing with another partner, but were having challenges that impacted their business:

  • Unable to generate accurate invoices

  • Slowing of their quote-to-case process

  • Issues with conflicting automation flows

Client sought out DoubleTrack as an experienced partner capable of rescuing Salesforce Billing projects that have been poorly implemented. We strive to align outside implementations with best practices and alleviate issues. 

Our Solution

DoubleTrack engaged and performed a deep dive to quickly understand the core issues. We reviewed customizations and identified  conflicting automation, while providing solutions to mediate them. Products involved included:

  • Sales Cloud

  • Salesforce CPQ Plus

  • Salesforce Billing

  • Conga Invoice Generation for Billing customers

  • Integrations work included: Payeezy/Clover (payment processing)

  • Next Steps

    • Client  engaged DoubleTrack Managed Services to assist with defining and executing subsequent steps in their Billing  roadmap.

    • Initiated new project tied to Services


The Outcome.

  • CSAT Score: 5.0 out of 5

  • Quote-to-cash process now aligned with best practices and business needs

  • Customer confidence in Revenue Cloud  increased


Out of 5 CSAT


Customers like you are on the right track

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Learn How NISC Reduced Quote Time by 70%

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