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Migrating quoting and billing for a digital work order software co.

Context

A Montreal-based provider of digital work order, asset management, and inspection software needed a complete Salesforce CPQ to Revenue Cloud Advanced transformation across quoting, approvals, and billing. 

Value Created

99%
migration success across 12,800 contracts and 4,000 quotes
Faster
quote-to-order via Advanced Approvals with Inline Preview
Streamlined
auto-renewals and amendment workflows
Restored
revenue visibility across the full lifecycle

People

VALUE LEVERS

  1. Sales Transformation alignment and ARR tracking 

HOW WE DID IT

  • Aligned stakeholders on a unified Sales Transformation vision 
  • Enabled clear ARR tracking across new business, upsell, downsell, and churn 

Process

VALUE LEVERS

  1. CPQ-to-RCA migration with streamlined approvals

HOW WE DID IT

  • Migrated 12,800 contracts and 4,000 quotes from Salesforce CPQ to RCA 
  • Streamlined auto-renewals, amendments, and advanced approvals with Inline Preview

Technology

VALUE LEVERS

  1.  Revenue Cloud Advanced with Stripe and Omnistudio

HOW WE DID IT

  • Implemented Revenue Cloud Advanced, Revenue Pillars, Stripe for Salesforce, and Omnistudio 

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