Success Story
A FINTECH IMPLEMENTATION
A leading provider of communications and multi-cloud connectivity solutions for global financial markets
Technology landscape
- Salesforce Sales Cloud
- Salesforce CPQ
- Salesforce Billing
- Salesforce Lightning
- Salesforce Lightning Web Components
- Salesforce REST API Integration
program OBJECTIVE
- Global ERP Transformation – Shift to Cloud – One stop Solution for Lead to Cash Process
- Sales Operations – Unified Pricing Model, Product Bundling, Easy Product Onboarding, Pricing Optimization, simplified Order Booking, Professional Quote and Invoice Generation
- Cut down the manual Quoting to an automation of the entire subscription billing process
- Sales Enablement – Simplified and streamlined Sales Activities, Guided Selling Motions
- Finance – Manage free trials, freemiums, setup charges, discounts, refunds, and renewals all in one place
value addition
- Connexink played a lead role in the Discovery Workshops to understand the Client Requirements/Processes and successfully mapping it to the technology and delivering the solutioning on their Complex Product Structure comprising of 1800 products and 400 QER rules. The end result was a unified pricing model with different Bundling allowed for their different Enterprises and thereby reducing the Quoting Process turnaround time
- As a Development Partner we implemented end-to-end Salesforce Billing including Vertex Integration for Taxes, Invoice Schedulers, General Ledgers, Legal Entities, Billing and Accounting Rules, which resulted in a one stop solution for their Finance Operations cutting down all the manual activities and observed a 30% BOOST in their Subscription Business