What’s Inside?
- Integration of a B2B sales solution enabling corporate clients to reserve nursery slots for employees.
- Implementation of Salesforce CPQ to manage complex pricing and varied quote generation.
- Automation of monthly billing processes to improve financial accuracy and contract renewals.
Context
Our client is a reference in the French private nursery sector, managing a network of over 1,700 establishments and welcoming 20,000 families annually. Following an initial platform setup, they required an expert partner to evolve their Salesforce environment to better handle B2B interactions and real-time network visibility.
Challenges
The organization needed a reliable way to track the real-time availability of nursery “cradles” across its vast network. Additionally, they required a streamlined method to monitor key performance indicators (KPIs) related to contract renewals and billing, moving away from fragmented tracking.
The Solution
We deployed a comprehensive sales and pricing engine based on the Salesforce ecosystem:
- Sales Cloud: To provide a 360-degree view of client interactions.
- Salesforce CPQ: To empower users to generate varied, accurate quotes efficiently.
- Salesforce Billing: To manage different payment options and deadlines.
- Pardot: To support marketing automation efforts.
Our Contribution
Our team acted as the strategic implementation partner, focusing on the following activities:
- Designing a B2B sales process tailored for corporate account management.
- Implementing Salesforce CPQ and Billing modules to handle complex financial workflows.
- Executing data migration to ensure historical accuracy within the new system.
- Utilizing an Agile methodology with sprints and DevOps tools (GitHub) for rapid, high-quality deployments.
- Providing full documentation and user acceptance testing (UAT) support.
Benefits
The digital transformation resulted in a significant boost to commercial and operational efficiency:
- Unified Visibility: A total 360-degree view of client interactions and commercial activity.
- Automated Finance: Monthly billing processes are now fully automated, reducing manual error.
- Sales Performance: CPQ implementation has led to increased sales efficiency and optimized contract renewal tracking.
- Enhanced Collaboration: Improved coordination between internal teams across the 1,700+ sites.
Key Figures & Dates
- Project duration: 01/2021 – Ongoing
- Workload: 600 days of charge
- Impact: >130 users
