Salesforce CPQ Telecom

Salesforce_CPQ_Telecom

  • Industry: Telecom
  • Technologies & Tools Used:
  • Salesforce CPQ, Vlocity
  • Salesforce inbuilt objects, data security mechanism, (profiles, permission sets, roles etc.)
  • Salesforce Reporting and Dashboards
  • Scheduled and Batch-able Jobs, Triggers etc.
  • Integration with Apttus /Conga for Contract Management

Client:

Customer is one of the biggest telecom service providers.

Requirement:

The whole setup of products, prices, discounts, and complex bundling of products along with Add-Ons needs to be configured which the Sales Team and Customers directly to populate the solutions to be purchased/subscribed can utilize.

Also, the whole set of discounting policies to be maintained based on different criteria like

  • Corporate Discounts
  • Bundled packages
  • Government Schemes

Solution Delivered:

  • Implemented product catalogue including products, product variation, process configuration etc
  • Pricing and Discounts configuration
  • Quote document creation
  • Defined the approval processes with respective approvers alignment
  • CRM-CPQ connect
  • Educating customer presenting OOTB CPQ features, and the customization needed
  • (Security) Object/Field/Record – only authorized users can access the level of data which is required for their business operations
  • Screen and Automations for data input and Cart Customization

Delivered Results:

The implemented solution encompassed a comprehensive product catalogue featuring products, variations, and process configurations. Pricing and discount structures were established, facilitating quote document creation. Approval processes were defined and aligned with respective approvers, while CRM-CPQ integration enhanced functionality. Robust security measures ensured authorized user access to specific data levels. Screen enhancements and automations were introduced to streamline data input and cart customization for improved efficiency.

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