Salesforce CPQ Customization for a SaaS Leader

A Case Study

Industry: SaaS

Synthesis Service: Revenue Cloud Managed Services  

Products: Salesforce, Zuora

The Client

The client delivers enterprise-class Software as a Service (SaaS) that transforms how businesses work with distributed teams, contractors and clients around the globe.

The Context & Challenge

  • The client wanted a seamless process to allow customers to provide their CC/ACH info during the quoting process in a PCI-compliant manner without sales rep intervention.

  • They also wanted their customers to update their payment method during invoice payments.

  • Lastly, after the initial launch (Zuora CPQ), there was a double-entry for sales: to create SF Quote, then to create Zuora Quote.

The Solution

  • Synthesis built a solution on SFDC that allowed the client to provide their customer an option to enter their CC/ACH information during the Quoting process, or after they had signed up (the solution was built using sites).

  • To fix the final problem, we built a Salesforce Opportunity and Zuora Sync customization to streamline Oppty-Quote flow for new subscriptions, amendments, and renewals.

Value Delivered

  • Synthesis enabled this client to enhance their Quoting process and streamline Oppty-Quote clog for new subscriptions, amendments, and renewals.

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