SAFER SYSTEMS

Streamlines Quotes, Invoices, and Revenue Management

ArganoaMind’s Salesforce CPQ & Billing implementation optimize CPQ core processes.

SAFER Success PDF

Transforming Businesses Around the World Through CPQ & Billing Since 2005



Background


Industry: Chemical Processing
Headquarters: Westlake Village, CA
Founded: 1902
Salesforce CPQ and Billing

CPQ and Billing Challenges


  • Curtail revenue leakage from manual quoting and billing processes and poor renewal management. 
  • Establish a single source of truth for historical and ongoing AR/billing and revenue.
  • Lay the groundwork for an integrated quote-to-cash solution.
  • Rapidly introduce new offers to keep pace with dynamic customer and market expectations.
  • Eliminate swivel-chair quoting and ordering.
  • Replace error-prone spreadsheets.

Salesforce CPQ and Billing Software

ArganoaMind delivers and end-to-end quote-to-cash solution.

Integration

ERP (Sage)


Countries

North America


Channels

Internal Sales

Solutions

Salesforce CPQ & Billing


CPQ

Quote Proposals
Approvals
Orders
Contracts
Reporting

Billing

Orders
Contracts
Approvals
Invoices
Revenue Schedules
Revenue Transactions
Reporting
Salesforce CPQ
  • 12,000+ products augmented with CPQ and billing information, tax and revenue rules and treatments.
  • Quote-to-cash across SaaS and legacy subscription, perpetual software license, hardware, warranty and support, and onetime and recurring professional services.
  • Integration of contract, asset and subscription creation/management processes into CPQ flow.
Conga Quote Generator for Salesforce CPQ

Supports customer-facing proposals with product-specific terms and conditions.

Conga Invoice Generator for Salesforce Billing

Sends documents via email or upload to the customer portal.


Salesforce Billing 
  • Revenue recognition schedules automatically created on order product activation for ratable recognition over the course of the associated contract term.
  • Standard tax integration and rates automatically apply sales tax and GST based on order delivery address.
  • Invoices generated on-demand from orders based on activated lines and reviewed, approved and posted.
  • Manual payment creation and allocation.
Salesforce Platform Validations and Automation
Data Migration

More than two years of historical data was loaded into Salesforce CPQ and billing to permit a single source of truth.


ArganoaMind was incredibly diligent in helping us navigate our CPQ and Billing project. They brought a high level of both domain and technical expertise and worked extremely well with our team. The result was an on-time/on-budget delivery of Salesforce CPQ and Billing.

– Ionel Nechiti, General Partner / SAFER Systems

CPQ and Billing Results

Internal Sales

Internal sales now creates quotes for a mix of products and services, optionally grouping by one or more sites that roll-up under a single corporate account. Can specify line-level discounts.

Sales Operations

Closes won opportunities by establishing a new contract that covers multiple accounts or co-terminates to an existing contract.


Order and Billing Operations

Manages sales orders by tracking order and line item details such as delivery, tax and freight, activating on delivery.

Generate, review and post invoices and generate and distribute customer invoice documents.

Finance

Reports on AR/Billing and aging, deferred revenue and forecast and cash posting.

Finance now easily closes financial periods and extracts transaction data to the general ledger in Sage software.


CPQ and Billing Results

Internal Sales

Internal sales now creates quotes for a mix of products and services, optionally grouping by one or more sites that roll-up under a single corporate account. Can specify line-level discounts.

Sales Operations

Closes won opportunities by establishing a new contract that covers multiple accounts or co-terminates to an existing contract.


Order and Billing Operations

Manages sales orders by tracking order and line item details such as delivery, tax and freight, activating on delivery.

Generate, review and post invoices and generate and distribute customer invoice documents.

Finance

Reports on AR/Billing and aging, deferred revenue and forecast and cash posting.

Finance now easily closes financial periods and extracts transaction data to the general ledger in Sage software.


Thank you for working so diligently with our team. ArganoaMind’s CPQ experts guided us through our Salesforce CPQ & Billing project to deliver a successful solution.

– Eric Fishman, President / SAFER Systems
Why ArganoaMind?

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!)