DealerOn

aMind Implements Salesforce CPQ and Billing

Streamlines quotes, elevates product upsells, automates complex billing and improves customer satisfaction.

DealerOn Success PDF

Transforming Businesses Around the World Through CPQ & Billing Since 2005



Background


Industry: Technology
Headquarters: Rockland, MD
Founded: 2004
Salesforce CPQ and Salesforce Billing


Integration

Accounting Seed


Countries

North America


Channels

Internal Sales
Customer Service
Sales Operations
Financial Reporting

Business Challenges


  • A very high touch sales process had few guardrails. 
  • Cross and upsells were dependent on deep account knowledge.
  • Every single quote had to be manually reviewed.
  • Complex monthly invoices that encompassed expansive car dealer partnerships were tracked through spreadsheets.
  • Internal sales and billing processes were time-consuming and error-prone.

Requirements

DealerOn wanted to address these challenges using Salesforce CPQ and Salesforce Billing out-of-the-box as much as possible. Requirements included:
  • Quotes for retail customers with discounting rules and processes in place to reduce back office validations.
  • Products must be flexible and ordered monthly with elastic pricing based on customer spend for digital services. While not traditionally a usage product, usage was leveraged to provide flexibility.
  • Finance required the ability to easily report on a wide array of critical financial metrics.

  • Exposure to valid upsell/cross sell options during sales cycle to increase the average sales size.
  • Finance teams must be able to tailor billing and invoicing rules by customer without implementing a new complex process per customer.

The aMind team demonstrated solid functional and technical abilities spanning all of Salesforce CPQ and Billing. They integrated well with our team and were able to efficiently help us prioritize our requirements and successfully implemented Salesforce CPQ and Salesforce Billing.

– Amir Shahmiri, COO / DealerOn

Salesforce Solution

aMind led the project with a small team from DealerOn.


Salesforce CPQ

Quote Proposals
Approvals
Orders
Contracts
Payments


Salesforce Billing

Orders
Contracts
Approvals
Invoices
Revenue Schedules
Revenue Transactions
Payments
Credit Memos/Refunds


Out-of-the-Box

Quotes
Orders
Contracts & Subscriptions
Advanced Approvals – quotes and credit notes
Conga Quote and Invoice Generation
DocuSign for Quotes
Invoices and Credit Notes
Payments and Refunds
Consumption-based quoting and billing


Extensions

OEM specific proration and billing rules
Journal Entry integration from Salesforce Billing to Account Seed General Ledger
Summary Invoices, 100’s of invoices presented and paid as one by an OEM
Finance-accurate Aging – effective as aging information for accurate reporting
Fully-automated renewals process

The ability to reuse existing Salesforce out-of-the-box functions and create new custom features without implementation of code was critical to success. Not only did we deploy faster, but we set Salesforce up to minimize maintenance expense and make expansion straightforward for DealerOn.

– Neil Belstock, Engagement Mananager / aMind Solutions
Why aMind?

No One Elevates CPQ Higher


IMPLEMENTATION SERVICES

Elevate Your CPQ

IMPLEMENTATION SERVICES

Elevate Your CPQ

METHODOLOGY

Battle-tested

METHODOLOGY

Battle-tested

“A“ MIND PEOPLE

Secret to Success

“A“ MIND PEOPLE

Secret to Success

CLIENTS

Business, Elevated

CLIENTS

Business, Elevated

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CALIFORNIA

Headquarters

3201 Danville Boulevard, Suite 155
Alamo, CA 94507
Tel: 925.804.6139
LOCATIONS

Where to find us

With corporate offices in Northern California and Colorado, and teams deployed around the world; we are available to assist you whatever the need, wherever you are.

ABOUT

Why aMind?

– 100% Focus on CPQ
– “A” Mind People
– Proven Methodology
– Partnership Vision
– Right-sized organization

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