Industry: Chemical Processing
Headquarters: Westlake Village, CA
Founded: 1902
Salesforce CPQ and Billing
Supports customer-facing proposals with product-specific terms and conditions.
Sends documents via email or upload to the customer portal.
More than two years of historical data was loaded into Salesforce CPQ and billing to permit a single source of truth.
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.
Closes won opportunities by establishing a new contract that covers multiple accounts or co-terminates to an existing contract.
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.
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.
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.
Closes won opportunities by establishing a new contract that covers multiple accounts or co-terminates to an existing contract.
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.
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.