SaaS Restaurant Management Software Company
Slashes Revenue Leakage by 18% and Generates 100% Accurate Billing Data by Digitizing CPQ and Billing
“We thank CommerceCX for the partnership and professional help. We were able to have honest conversations about implementations and get systems into place efficiently.”
– Head of Sales Operations
Client Goals
Background
Our client, an SaaS restaurant management software company, wanted to streamline their sales process by digitizing and integrating their CPQ and Billing systems. They especially wanted to improve quote security and data; sales personnel were using editable spreadsheets to create quotes, letting anyone with access change critical data without logging evidence of those changes and forcing users to manually recreate redundant information. Order and billing system conflicts also posed challenges: order and billing information were managed by two different systems, causing data errors and delays and making it almost impossible to duplicate data.
CommerceCX Comes Onboard
The restaurant management software company hired CommerceCX to mend their Salesforce CPQ and Billing Management implementation. We worked with the company to determine their vision and needs, then brought in our knowledge of Lead to Cash implementation and process automation to propose a solution custom-fitted to their business model and processes. We proposed a solution that would:
