Our Solutions

• We automated pricing and discount approval via multi-tier approval rules.

• Our team created a page for adding all products

• We integrated existing credit card services for automated payment processing.

• Our specialists automated the renewal opportunity workflow; they also created batch classes and apex triggers to facilitate smooth renewal journeys

• Created SAP callouts

Helping an IT Company Leverage the Power of Sales Cloud

Client Challenges

• The client used Zuora for customer pricing and subscription management, and this involved paying a huge license renewal and maintenance fee

• They used 3 systems- Salesforce, Zuora and SAP, resulting in information synchronization problems

• Salesforce was was not producing all the reports needed, as some data was stored only in Zuora

• Neither Zuora nor Salesforce could give the complete picture- forecasting of renewal opportunities was performed using Zuora and other opportunities were handled using Salesforce

Business Outcomes

• High costs associated with Zuora are now a thing of the past, as the client is now able to perform all its operations using Salesforce and SAP

• Data synchronization issues between multiple systems are fully resolved

• The client is able to generate all required reports in Salesforce

• Management can get a single view of their entire business from Salesforce

• Employee productivity went up by 40%

• The client’s revenues increased by 33%