SAFER SYSTEMS

Streamlines Quotes, Invoices, and Revenue Management

aMind’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

aMind 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.


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

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.

– 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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