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.
- 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.
- 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