Sales Cloud + CPQ

About the Client

Magento Commerce is the leading provider of cloud commerce innovation to merchants and brands across B2C and B2B industries. Magento Commerce boasts a strong portfolio of cloud-based omnichannel solutions, empowering merchants to successfully integrate digital and physical shopping experiences. Adaptive Insights is headquartered in Palo Alto, California and was founded in 2003.

Business Challenges

  • Product feature selection was a herculean task
  • Incorrect products were bundled together
  • Inconsistency in pricing and discounts
  • Subscription pricing and terms were hard to be determined
  • Lack of a single flow or process from quoting till contracting
  • Renewals and amendments were chaotic with no proper record
  • Need for online signatures and contract approvals