SAFER SYSTEMS

Streamlines Quotes, Invoices, and Revenue Management

aMind 8-week Salesforce CPQ & Billing implementation optimize CPQ core processes.

Transforming Businesses Around the World Through CPQ & Billing Since 2005



Background


Industry: Chemical Processing

Headquarters: Westlake Village, CA

Founded: 1902

Annual Revenue: $5.4m (2017)

Employees: 25

Salesforce CPQ Seats: 15

Goals


Improved Client Satisfaction
Improve Sales Processes
Reduce Time to Quote
Increase # of Orders
Increase Cross-sell and Upsell
Improve Invoicing
Fewer Errors
Improve Revenue Forecasting and Measurement

Challenges


Inability to connect a lead to final invoice.

Poor visibility into quotes, orders, invoices and related revenue. 

No single source of truth.

Poor renewal management contributing to revenue leakage. 

Error-prone manual quoting and billing processes.

Disparate quoting, ordering, billing, and revenue management applications.

Solutions

Salesforce CPQ & Billing


CPQ

Quote Proposals
Approvals
Orders
Contracts
Reporting

Billing

Orders
Contracts
Approvals
Invoices
Revenue Schedules
Revenue Transactions
Reporting

Integration

ERP (Sage)


Countries

North America


# of Users

40

Channels

Internal Sales

Within thirty days from our first point of contact with aMind, we have completed
a remote kick-off meeting, while defining requirements in a face-to-face setting.

– Ionel Nechiti, General Partner / SAFER Systems

Thank you for working so diligently with our team.

– Eric Fishman, President / SAFER Systems
Why aMind?

No One Elevates CPQ Higher


IMPLEMENTATION SERVICES

Elevate Your CPQ

IMPLEMENTATION SERVICES

Elevate Your CPQ

CHANGE READINESS

Hello Happy Users

CHANGE READINESS

Hello Happy Users

METHODOLOGY

Battle-tested

METHODOLOGY

Battle-tested

“A“ MIND PEOPLE

Secret to Success

“A“ MIND PEOPLE

Secret to Success

CLIENTS

Business, Elevated

CLIENTS

Business, Elevated

Get Elevated Thoughts on CPQ delivered to your in-box. (No spam, promise!)


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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