Salesforce CPQ Case Study: Business Requirements Migrate all quote templates from existing tools to Salesforce CPQ as the main tool for the booking and Sales process Support project lifecycle activities, including Requirement Gathering, Design, Development, Testing and Deployment Configure Products based on business needs An adaptable configuration of validation and pricing rules to prevent booking errors Upgrade User Experience with guided flow Enable core CPQ functions on mobile platforms Business Challenges OOTB functionality did not meet certain business requirements Business changed requirements frequently causing rework Business testing was not completed as quickly as items were being developed Not able to properly format quotes Formatting of quote generation Products being selected together incorrectly Long list of products without any groupings - poor user experience Approvals were not tracked, Lack of mobile approvals Solution – Salesforce CPQ (Steelbrick) Customizable quote templates Validations to prevent users from selecting products that shouldn’t be selected together Prompts to guide the user to review products before continuing with product selection Enabled approvals with mobile capabilities Connect with us: Info@jadeglobal.com 1 877-523-3448 Website: http://www.jadeglobal.com LinkedIn: http://www.linkedin.com/company/jade-... Facebook: https://www.facebook.com/jadeglobal/ Twitter: https://twitter.com/JadeGlobal

1. Jade Global - CPQ Capabilities

2. CPQ Implementation – Case Study
Adaptive Insights, Inc.,
formerly Adaptive Planning, Inc., is
a privately held software as a
service company. Its software
allows companies to collaboratively
plan and model, access real-time
analytics, streamline financial
reporting, and accelerate financial
consolidation.
Adaptive Insights is headquartered
in Palo Alto, California and was
founded in 2003.
Business Challenges
• OOTB functionality did not meet certain business
requirements
• Business changed requirements frequently causing rework
• Business testing was not completed as quickly as items were
being developed
• Not able to properly format quotes Formatting of quote
generation
• Products being selected together incorrectly
• Long list of products without any groupings - poor user
experience
• Approvals were not tracked, Lack of mobile approvals
Business Requirements
• Migrate all quote templates from existing tools to
Salesforce CPQ as the main tool for the booking and
Sales process
• Support project lifecycle activities, including
Requirement Gathering, Design, Development, Testing
and Deployment
• Configure Products based on business needs
• An adaptable configuration of validation and pricing
rules to prevent booking errors
• Upgrade User Experience with guided flow
• Enable core CPQ functions on mobile platforms
Solution – Salesforce CPQ (Steelbrick)
• Customizable quote templates
• Validations to prevent users from selecting products that shouldn’t be selected together
• Prompts to guide the user to review products before continuing with product selection
• Enabled approvals with mobile capabilities
Benefits
• Improved user experience and flow with enhanced features reducing user effort
• Reduced time spent on research and adding products to quotes
• Streamlined guided flow for processing deals accurately and quickly
• Eliminated data entry errors
• Cross platform mobility support for all core CPQ functions
Jade Global, Inc. - CPQ Case Study

3. Produce proposals &
contracts quickly &
easily
Choose products &
Eliminate errors
Multi Dimensional
Quoting
Add-ons & renewals
• Eliminate errors in
opportunities, quotes &
contracts
• Quickly create accurate
quotes & proposals in
multicurrency.
• Guided selling helps to
select right products and
services for each customer
every time.
• Introduced Bundle selling
to save time for sales rep.
• Build foundation
framework to accelerate
future business
transformations
• Configure a Product with
multiple Price
dimensions.
• Allow sales reps to adjust
pricing, quantity, and
discounts for a Product
so that one Quote can be
divided into multiple
dimension.
• Allowing each dimension
segment to be priced
independently
• Automatically generate
renewal opportunities
and quotes .
• Apply existing contracted
terms & prices using
Contract Amendment.
• Allows renewal based on
Contract or Asset.
• Sells products using a
subscription model
• CPQ automates pricing,
prorating, and co-
terminating contracts and
renewals.
• Choose from
customizable templates
• Build dynamic T&Cs
• Select or default related
content, such as
datasheets
• Produce quotes in Word
or PDF format
• Integrate with e-signature
to send with a click
• Save documents
automatically in
Salesforce
Using Salesforce CPQ we will build a solution that works for you