6/20/2019 Success Stories Details – Softsquare

SOFTSQUARE CASE STUDIES

GEOGRAPHY
USA

PRODUCTS
CPQ

TECHNOLOGY
CPQ

INDUSTRY
Professional Services

CPQ Implementation – Fine Art Storage And Logistics

COMPANY BACKGROUND
The client is a leader in fine art storage and logistics. They serve the art world ecosystem through our strategic network that spans North America and Europe.
By design and execution, they can meet the needs of collection, whether private or institutional, offering unparalleled technical expertise in the handling,
installation, and storing of art.

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6/20/2019 Success Stories Details – Softsquare

CHALLENGE
Their business process involves Sales reps interacting with the client and coming up with an estimate for the cost for painting, Labour and transportation
charges. But the sales reps are unable to provide an estimate to the customer during the course of their discussion.

The following were the hindrances preventing the sales executive to come up with an estimate at ease:

Proximity of client’s location from the warehouse

Quoting the right combination of product/service offerings

Managing subsequent revisions in quotation

Complex approval process

SOLUTION
With Salesforce CPQ implemented, the sales team can generate an efficient quote, utilize multiple quote templates and get approval on quotations apace.

Bundling products using Salesforce CPQ enabled them to associate various offerings with a quote efficiently. Their product/service offerings can be restricted
to local trucking or it may include international shipping. Pre-configured bundles warrants that the sales reps don’t quote invalid combination of
product/service offerings, thereby ensuring accuracy of quotations shared with the customer.

Salesforce CPQ automatically calculates the price by taking into account the proximity of the delivery location. This drastically saves time by eliminating the
manual process of determining the drive time, environmental fee and calculation based on cross reference tables.

Whenever sales reps try to offer a discount over a specific amount, Salesforce CPQ will automatically initiate an approval process and the concerned parties
are notified on the go. Also, Softsquare has developed numerous templates for the quotation leveraging Visualforce page segments and a custom tax
calculation engine to cater to their requirements.

RESULT
A user-friendly interface for reps

Streamlined and accurate quoting process

Time saving through automation

Complete automation of drive-time calculation - Reduced turn-around time from one day to on-demand

Simplified rate card using pricing rule to reduce quote generation time - 75% efficiency improvement

(contactus)

CONNECT
#55 York Street, Suite 401,Toronto, Ontario M5J1R7, Canada
(https://www.google.com/maps/place/55+York+St+%23401,+Toronto,+ON+M5J+1R7,+Canada/@43.6462268,-79.3830607,19z/data=!3m1!4b1!4m5!3m4
79.3825135)

+1 416 238 6572

info@softsquare.biz (mailto:info@softsquare.biz)

701, Jackson Road, Silver Spring,Maryland 20904, USA

(https://www.google.com/maps/place/701+Jackson+Rd,+Silver+Spring,+MD+20904,+USA/@39.055198,-76.9969835,17z/data=!3m1!4b1!4m5!3m4!1s0x
76.9947948)

+1 703 222 6032

info@softsquare.biz (mailto:info@softsquare.biz)

#104 B, South ‘A’ Block, First Floor, Tidel Park, Chennai 600 113, India
(https://www.google.com/maps/place/Softsquare+Solutions/@12.9894517,80.2470857,17z/data=!3m1!4b1!4m5!3m4!1s0x3a525d3c5842f65f:0x23d8d4

+91-44-22542468, +91-99447-89924

info@softsquare.biz (mailto:info@softsquare.biz)

Copyrights 2019

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