Use Cases

O2C Transformation

  • Industry: SaaS / Manufacturing
  • Key Tools: Salesforce, CPQ, Conga, NetSuite, Celigo
  • Business Outcome: Unified CRM, billing automation, 360° view, scalability across 70K+ customers

Disjointed CRM, CPQ, and CLM systems across multiple products, creating inefficiencies in sales, quoting, and billing.

Lack of unified customer data, leading to limited cross-sell opportunities, manual processes, and revenue leakage.

Implemented a single Salesforce CRM integrated with CPQ, CLM, and Billing, providing a 360-degree customer view.

Automated Salesforce-NetSuite integration to ensure seamless billing, revenue recognition, and minimal manual intervention.

One Unified CRM System – Supporting 70,000+ customers across 50 countries.

360-Degree Customer Visibility – Enabling cross- sell, upsell, and strategic market expansion.

Seamless Lead-to-Cash Automation – Reducing inefficiencies in quoting, contract management, and billing.

Data Accuracy & Governance – Ensuring clean, structured data for better decision-making.

Scalable Growth & Innovation – Providing a future-proof system for geographic and segment

L2R Transformation

  • Industry: SaaS / Digital Experience

     

  • Key Tools: Salesforce, CPQ, Gainsight, NetSuite, Dell Boomi

     

  • Business Outcome: Partner ecosystem automation, Q2C streamlining, improved scalability

Fragmented CRM ecosystem with Microsoft Dynamics and multiple legacy applications, leading to inefficiencies in sales and partner management.

Lack of seamless integration across CPQ, Billing, and Professional Services, impacting revenue recognition and automation.

Implemented Salesforce Sales Cloud, Service Cloud, and Partner Community, streamlining customer and partner engagement.

Integrated CPQ, CLM, and Billing with NetSuite via Dell Boomi, enabling a unified quote-to-cash process with OKTA for SSO and ServiceNow for automated provisioning.

Unified CRM & Partner Management – Enhanced collaboration with a single view of customer interactions.

End-to-End Quote-to-Cash Automation – Faster deal cycles and accurate revenue recognition.

Seamless Integrations – NetSuite, ServiceNow, OKTA, and Financial Force for a connected enterprise.

Improved Scalability & Efficiency – Reduced operational costs and enhanced user adoption.

Advanced Marketing Automation – Pardot-driven campaigns for better lead nurturing