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Case Study

Cyberhseath: Estimated Project

Case Study

Optimize sales process

Heavy manual intervention in quote management was reduced by building a CPQ system with bundling and discount options, resulting in a quicker and more accurate lead to quote cycle.

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engagement type

Estimated Project
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product

CPQ
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industry

High Tech
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CyberSheath helps organizations achieve and maintain full compliance with Department of Defense requirements.

Overview
    • Key Challenges: Heavy manual intervention in quote management
    • Key Solutions: Built CPQ with bundling and option for discounts
    • Key Impact: Quicker and accurate lead to quote cycle
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challenges
    • Sales pipeline processes required optimization
    • Client Assessment processes needed heavy manual intervention
    • Complex SOW generation process
    • High dependency on excel sheets led to scattered data
    • Manual approvals in Lead to Quote workflow
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Solutions
    • Restructured their sales process from lead generation
    • Automated the assessment form process via DocuSign
    • Built CPQ with bundling of products and an option for discounts in the quote process
    • Automated SOW generation based on information captured via assessment form
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Impact
    • Quicker Lead to Quote cycle
    • Improved employee satisfaction and productivity
    • Improved accuracy & effectiveness
    • CPQ optimized their discounting strategy

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