Our Solutions

• We implemented Salesforce CPQ to automate the quoting process

• Our team streamlined templates for quotes and opportunities

• We also integrated complex pricing mechanisms and back-office systems

• Our experts developed a mechanism to enable subscribers to add, change and cancel benefits

• We streamlined the pricing model to enhance quoting efficiency

• Our specialists created a batch-based renewal management system to complete bulk renewals at a time

Enabling an Insurance Provider Harness the Full Potential of Salesforce CPQ

Client Challenges

• Manual quoting process with multiple touchpoints was affecting productivity

• No standard quote templates; this resulted in data inconsistencies

• Data disconnects due to the use of multiple systems to manage product catalogs, quotes and orders

• Existing systems could not be scaled up to meet growing needs

• Inability to effectively accommodate frequent changes in the business environment

Business Outcomes

• A 35% improvement in the client’s productivity

• They reported an 85% reduction in data inconsistency

• A 40% increase in their quoting accuracy

• They reported a 35% reduction in quote generating time

• The client is now fully geared-up to meet their fast-growing needs

• A 23% increase in revenues from up-selling

• User experience levels have improved considerably