A complete overhaul of their Quote-to-Cash process with Salesforce Sales Cloud.

Yantra’s Salesforce integration services designed a more structured sales process to support 100+ client products. Managed redundant data of 2000+ dummy records to achieve an increase in efficiency and visibility across all functional areas.

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POWER OF SALES CLOUD

The client provides automated supply chain solutions to 300+ enterprises.

With their real-time insights & foresight, they have been improving customer experience, service levels, product quality, order-to-cash cycles, business efficiencies, sustainability, and automating logistics across global organizations.

PROJECT SUMMARY

A complete overhaul of their Quote-to-Cash process with Salesforce Sales Cloud.

Yantra’s Salesforce integration services designed a more structured sales process to support 100+ client products. Managed redundant data of 2000+ dummy records to achieve an increase in efficiency and visibility across all functional areas.

CHALLENGE

Disconnected Sales Process leading to missed opportunities and lost revenue:

  • Severed sales process
  • Inability to maintain inventory and provide accurate quotes
  • Order processing delays due to disconnect of information
  • Billing management
  • Unsupported multi-currency environment
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CPQ-Roambee
CPQ-Roambee

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