Circadence
Salesforce CPQ, A Customer Success Story.
Salesforce CPQ Ensures Quoting Confidence
How we streamlined Circadence’s quoting process.
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.
