Circadence

Salesforce CPQ, A Customer Success Story.

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Salesforce CPQ Ensures Quoting Confidence

How we streamlined Circadence’s quoting process.

Company Profile

Circadence provides innovative solutions to defeat evolving cyber threats. With over 20 years’ experience, 34 patents and a history of cutting-edge software development, Circadence solves complex customer problems using robust, industry-leading solutions.

Location

Boulder, CO

Employees

170

Industry

Cybersecurity

Products

Project ARES, ORION, Dentrite, and InCyt

Solutions

Salesforce CPQ, Great Plains, DocuSign, Recurly Integration

Go Live Date

April 22, 2019

Circadence Faced Four Big Challenges

QUOTING PROCESS

Circadence wanted to streamline its quoting process to make it more efficient.

INTEGRATION SUPPORT

Circadence had a clear idea of its goals with Salesforce CPQ and needed integration support.

TEAM MEMBERS

Circadence wanted their team members to be able to utilize CPQ.

Seamless Connection

Circadence wanted to seamlessly connect the quoting process, reduce procurement cycles, and automate onboarding activities.

The enablement was one of the biggest benefits of working with Emelar. You were able to train our Admin during the project to be able to handle post go-live internally. It has been a tremendous help since we went live.

The Solutions

Streamlined

Emelar configured CPQ to streamline the quoting and procurement process.

Automation

Emelar added automation to create onboarding cases and renewal opportunities.

Efficiency

Emelar added efficient quote creation based on previous purchases.

Integration

Salesforce CPQ was integrated with DocuSign for quick signing.

MENTORING

An Emelar Consultant mentored and trained a Circadence Associate while they configured CPQ together.

The Results

Professional Quotes

Circadence Sales reps create quotes using a significantly more efficient process and can conveniently look at customer renewal opportunities and pre-loaded contracts in case of amendment.

Quoting Process

The quoting process and onboarding processes are now streamlined with cases automatically getting created.

Effectiveness

Sales reps receive signed quotes from customers faster and have reduced the manual process and errors on quotes.

On Boarding

Recurly purchases are now being onboarded sooner and pipeline reporting now reflects these purchases.

Training

An on-staff Associate is trained to utilize Salesforce CPQ.