Inability to determine YoY growth factors was addressed by automating and optimizing annual recurring revenue (ARR) and contract renewals while generating customized reports with upsell and YoY growth details.

Optimize the CPQ Implementation

Inability to determine YoY growth factors was addressed by automating and optimizing annual recurring revenue (ARR) and contract renewals while generating customized reports with upsell and YoY growth details.

Implemented
customized reporting
with YoY growth factors.

Automated
ARR renewal
processes

Enabled multiple contracts
renewals in one
opportunity.

Executive Summary

Quorum is a public affairs software provider that needed clarity into year-over-year (YoY) growth and more efficient contract renewal processes. CUBE84 implemented a customized CPQ solution to automate renewals, link multiple contracts into a single opportunity, and generate detailed reporting on upsells and YoY growth.

Who They Are

Quorum provides software that helps users map, track, change, and report on the policy landscape.

Salesforce Solution Summary

CUBE84 delivered a Salesforce Revenue Cloud (CPQ) solution focused on contract lifecycle automation and reporting. The work included synchronizing Salesforce with accounting systems, configuring customized dashboards to show upsell and YoY growth, and enabling efficient renewal handling.

At A Glance

Before

After

Manual identification of expiring ARR renewals.

Automated ARR renewal system.

Inability to determine YoY growth factors.

Reporting with YoY growth details.

Inaccurate ARR calculations.

Accurate visibility into contract renewals.

Separate contract renewals for each contract.

Renew multiple contracts in one opportunity.

Beyond the Surface Problem

Quorum’s existing setup lacked automated processes for contract renewals and reporting clarity. This caused time-intensive manual work, inconsistent ARR calculations, and limited insight into growth trends.

Quorum’s Objective

Automate renewal identification and processing.
Enable clear visibility into YoY growth.
Create more efficient contract management workflows.

“We believe a revenue platform should reflect the financial truth of the business at all times. Our approach centers on building confidence in data so that decision-makers can trust every ARR and YoY growth figure without manual reconciliation.”

“We believe a revenue platform should reflect the financial truth of the business at all times. Our approach centers on building confidence in data so that decision-makers can trust every ARR and YoY growth figure without manual reconciliation.”

Here’s How We Did It:

Synchronized Salesforce with the accounting system for accurate data flow.
Configured reporting that shows upsell details and YoY growth.
Enabled the ability to renew multiple contracts within one renewal opportunity.
Automated contract lifecycle processes based on expiration dates and renewal status.

Transformation In Motion

CUBE84’s work resulted in an automated system for handling renewals, eliminating manual processes and reducing opportunity for human error. Reporting now includes meaningful metrics like upsell amounts and YoY growth factors, giving business leaders visibility for more effective decision-making.

Let’s Connect

FAQs

Quorum could not accurately determine year-over-year growth or efficiently manage expiring contract renewals.

Customized reports were configured to include upsell details and YoY growth metrics.

The system now allows multiple contracts to be renewed within a single opportunity.

The identification and processing of expiring renewals based on status and date were automated.

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Inability to determine YoY growth factors was addressed by automating and optimizing annual recurring revenue (ARR) and contract renewals while generating customized reports with upsell and YoY growth details.

Executive Summary