PreludeSys helps a global learning company redefine its sales process, improve sales productivity, and scale the business

About the client

The client is a global learning innovation company that provides cloud-based online learning for schools and higher educational institutions.


Client challenges

As the client’s business grew, their sales team had difficulty managing the approval workflows for quotes. Since the approval process was time-consuming, the sales team created cloned quotes that resulted in errors, delays, and missed opportunities.

Solution

PreludeSys analyzed the client’s existing quote approval process and recommended Salesforce CPQ+ Advance Approvals to resolve the challenges. We designed an advanced four-step approval process, starting with the Manager, then the Service Team, Finance, and Legal Team

Additionally, PreludeSys implemented restrictions on recalling quotes when the Opportunity stage was ‘Closed won’ or ‘Closed Lost’ or when the ‘RFP Quote’ field was Yes.

This solution offered a more dynamic workflow, enabling users to recall quotes instead of cloning them.

Benefits
  • Sales approval workflows were streamlined, thereby reducing the quote approval time significantly.
  • An optimized approval process increased the sales team’s productivity led to improved focus on their sales and business expansion.
  • Reduced errors in the quoting process delivered an outstanding customer experience leading to improved customer satisfaction.
  • The newly implemented CPQ solution helped the client scale their business and stay ahead of the competition.