Client Success Story
Streamlining Customer Proposals with Accelalpha's Oracle CPQ Implementation
The Challenge
A dynamic manufacturing company operating across diverse markets such as HVAC, detection and measurement equipment, and power transmission and generation, faced a complex challenge. Rapid growth through acquisitions had resulted in manual processes for creating quotes and proposals. This not only led to inefficiencies but also introduced inconsistencies in quoted solutions. The organization sought a solution to automate tese manual processes, establish proposal consistency, create a standardized look and feel, and reduce reliance on a select few individuals who held critical institutional knowledge.
Our Approach
The organization selected Accelalpha as its partner to address these challenges, and we leveraged our extensive expertise in Oracle CPQ to execute this transformative project.
Accelalpha's approach was to implement Oracle CPQ and establish processes that would not only automate pricing control and approval workflows but also capture and translate employee knowledge into system rules for guided selling. This approach effectively eliminated the organization’s dependence on the expertise of a few individuals. Moreover, the configuration of complex products was simplified through this CPQ implementation.
Accelalpha integrated Oracle CPQ with the organization's Salesforce instance, ensuring seamless data flow and enabling a more complete view of customer interactions. Accelalpha collaborated closely with the organization throughout the project, guiding the organization through the necessary process changes.
The collaboration culminated in the CPQ solution, which is now in production for quote generation. This milestone ensures that all salespeople within the organization can create consistent, accurate proposals, streamlining the entire proposal generation process.
The Results
The implementation of Oracle CPQ by Accelalpha has yielded substantial benefits for the organization:
- Automated Processes: Manual processes for creating quotes and proposals have been automated, reducing the time and effort required for these tasks.
- Consistency in Proposals: Accelalpha's implementation has brought consistency to the quoted solutions, ensuring that each proposal maintains a standardized look and feel.
- Knowledge Capture: The system now captures employee knowledge and transforms it into rules within the system, reducing the organization's reliance on a few experienced individuals.
- Simplified Configuration: Complex product configuration has been simplified, making it easier for sales teams to offer customized solutions.
- Seamless Integration: Integration with Salesforce lets salespeople see the entire customer relationship, enabling better informed decision-making.
The organization selected Accelalpha as its partner because of our deep experience and expertise in Oracle CPQ. Accelalpha's ability to understand the organization's unique processes and act as a trusted advisor throughout the project was pivotal to delivering a successful solution.