Salesforce CPQ and Billing system used by EMMA

for their growing number of customers having a

wide variety of packages to choose from

About the Client

EMMA is a provider of email marketing Intelligent Online

software & personalized services that help
organizations to get more from their Quote-to-Cash
marketing. EMMA’s expertise include
Email Automation, Audience System
Segmentation Mobile Email Marketing,
and Integration with CRMs, e-Commerce
platforms & Social Networks.

Business Problem Business Solution

✓ Disparate systems for CRM (Salesforce) and
Billing and Invoicing (Zuora), resulting in data
anomalies and duplication
✓ Inconvenient and confusing existing processes
to manage the process of Billing
✓ Lack of standard, pre-built reports within Zuora
✓ Additional onus on end users to manually
configure a lot of information, resulting in a
slow, onerous process
✓ Automated and streamlined configuration of
Products, Price Orders for enhanced productivity
✓ Automated Quote generation for increased Sales
Rep productivity
✓ Automated invoice creation and payment
collection process
✓ Automatic order trigger and processing with
requisite delivery actions, collated costs, and
production and dispatch of invoices
✓ Automated collection of payment for revenue
recognition
✓ Integrated Payment methods and Payment
gateways within a single, unified system

Solution Components Technical Requirements

✓ Salesforce CPQ is used for automated, ✓ Salesforce CPQ Package
accurate Quote generation & dispatch to ✓ Salesforce Billing Package
EMMA Customers ✓ Conga Conductor
✓ Salesforce Billing is used to generate Invoices ✓ Conga Workflow
and get Revenue Recognition based on the ✓ Guided Selling
Subscription products that EMMA requires
✓ Conga Conductor and Conga Workflow based
Invoice creation and Dunning Notices
✓ Ability to bulk email invoices to a number of
users and automated Invoice dispatch process

Duration Location Engagement Strength

Ongoing – 6 months San Francisco, CA (USA) 6
External Document © 2017 Eternus Solutions Pvt Ltd. www.eternussolutions.com
 Application Process Flow

About the Engagement

• Design & Development of Salesforce CPQ and Salesforce Billing packages, including:
o Configuration of Products and Product Bundles as required
o Approvals at various levels of the business flow
o Quote Generation within requisite Quote templates
o Data Transfer from the existing system to the present Salesforce Instance
• Custom page to view and edit all created invoices
• Configurable Email alerts at all levels of the business lifecycle

Services Technology
Digital Transformation | Enterprise App
Salesforce | Microsoft | Google |
Development
Open Source | Enterprise Mobility Management
Product Engineering | Enterprise Portal
Customization & Collaboration | Data Migration IOT & VR | UI/UX | Digital Transformation
Administration | Implementation
Support & Testing Services

90% 96% 97% 550+ 70% 850+

Repeat Certified Projects Within Professional Referral Projects
Business Resources Budget Service Clients

External Document © 2017 Eternus Solutions Pvt Ltd. www.eternussolutions.com