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.
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
Business Requirements
- Understand product lines, products, products features and configure it in CPQ
- Set up pricing methodologies and rules for standalone, bundled, one-time and subscription products as per business needs
- Transform 60 odd Conga templates into quote templates, based on different business cycles
- Quote templates to support multi-lingual. Transform existing quote data into CPQ quotes & contracts
The Benefits
- Simple amendment process with co-termination facilities
- Customizable quote templates
- Validations to prevent users from selecting products incorrect product combinations
- Eliminated data entry errors
The Solution
- Easy product and feature selection
- Automated price and subscription term calculations with no errors in pricing
- Single streamlined process from Opportunity to Contract Approval
- Automated renewals
- Discount approvals
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