Case Study
Enhance Salesforce CPQ efficiency and user engagement through strategic, stakeholder-driven optimizations.
Maximizing Salesforce CPQ Potential for Nonprofit Success.
engagement type
Estimated Project
product
Sales Cloud, CPQ
industry
Nonprofit
RKD Group accelerates growth for nonprofits through digital technology, data science, and strategic leadership, raising billions for over 400 organizations.
Overview
- Key Challenges: Record overload, inconsistent system and complex interface.
- Key Solutions: Data and UI optimization, transition management, phased problem-solving.
- Key Results: Boosted system performance, swift implementation, secured $1M contract.
challenges
- Excessive Record Generation: The initial Salesforce CPQ system generated excessive records, slowing operations and reducing efficiency.
- Inconsistent System Performance: Performing the same actions in the system often resulted in different outcomes, undermining reliability and trust.
- Cumbersome UI: Reduced productivity and engagement among fundraising staff.
- Previous Optimization Doubts: Prior attempts to refine the system failed, raising questions about Salesforce's suitability for their needs.
Solutions
- Data Model Optimization: Streamlined the data model to reduce record overload.
- UI Redesign: Developed a simplified UI to improve navigation and enhance usability.
- Streamlined Transition Management: Enhanced communication and knowledge sharing throughout the transition and implementation process.
- Phased Issue Resolution ("Spikes"): Implemented a strategy for targeted problem-solving to build client trust and prove our reliability.
Impact
- Comprehensive System Improvements: Enhanced data processing, interface upgrades, and the "spikes" strategy significantly improved system efficiency, usability, and reliability, boosting productivity and staff engagement.
- Rapid Deployment and Restored Confidence: Successfully launched a base version of the CPQ system within three months, demonstrating rapid deployment capabilities and rebuilding client trust in Salesforce as a viable solution.
- Major Contract Secured: Our detailed and trust-building approach led to securing a $1 million contract with RKD.