Sales Cloud + CPQ

About the Client

Marketo is a recognized as a leader in digital marketing by Gartner, Forrester, and Sirius Decisions helping transform customers digital marketing with constant product innovation, a vibrant community of marketers, and a robust partner ecosystem.

Marketo is headquartered in San Mateo, California and was founded in 2006.

Business Challenges

  • Inconsistent Product and Pricing model and Product bundle and guided selling was not accurate
  • Upsell and Renewal Quoting was time consuming as it involves manual intervention
  • Entitllement process was not supporting sold product to a customer
  • Absence of seamless process for Contract and Subscription management
  • No flexibility in creating multi-dimensional quoting in terms of pricing and time, Delays in quote approval due to needed integration with e-signature
  • Quote history not maintained in the system No multiple quote lines item editing with dynamic pricing based on discount, term, quantity
  • Product provisioning was setup incorrectly