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