Pioneer of cloud-based dental software products drives efficiency and productivity by aligning Sales and Finance teams within Salesforce through Salesforce CPQ

 

About the Client

Pioneer of cloud-based dental software products that have revolutionized the domain of dental practicing in US.

 

Solution

  • Implemented Salesforce CPQ and configured product bundles, discounts, up-sell, cross-sell features, etc.
  • Created 3-level approval systems and associated alerts & notifications
  • Integrated DocuSign to speed up contract signing process
  • Added price rules, configured process builders, alerts, renewals, etc.

Benefits

  • Sales rise by 47% through product bundling features
  • Client’s overall ROI increased by 30%
  • Decreased quoting time by 27%
  • Customer satisfaction level rose by 12% through prompt and accurate responses

Salesforce: Revenue cloud, CPQ

Technologies: Salesforce CPQ, CPQ implementation, Docusign integration, Process builders configuration