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

  • Improve quote security
  • Track changes across quotes
  • Streamline report generation

  • Reduce review and approval backlogs

  • Eliminate redundant processes


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:

  • Eliminate deal review backlogs by automating approval system.
  • Automatically sync order and billing information to reduce delays and allow easy data duplication.
  • Improve usability by integrating third-party systems like Avalara, Conga, DocuSign, and Chargent.
  • Implement access control mechanisms to secure quotes and prevent unauthorized data changes.

  • Provide full version control by tracking deal negotiation data from the initial quote to the latest offer.

Results of
Lead to Cash Implementation

  • Generated 100% accurate billing data.

  • Cut revenue leakage by 18%.

  • Reduced time spent on redundant tasks by 60%.

  • Ensured 100% data security.

Success Stories

Resolved Broken Lead to Cash
Implementation at Philips

Fixed Broken Lead to Cash Implementation
in Less Than 12 Weeks

Reduced Revenue Leakage by 18%
by Digitizing CPQ & Billing