Salesforce's configure-price-quote application for automating quoting, discounting rules, and approval workflows. The system Stephanie's team selected to formalize quote-to-cash ahead of Olo's IPO — a year-plus implementation replacing a largely manual process.
How LeanScale runs delivery where Salesforce CPQ is involved.
Every CPQ project moves through the same four phases. Know what you produce in each one — and know that, like Quote to Cash, this is a project you win…
Half the bad advice online cites the wrong product. "Revenue Cloud" has meant three different things. When someone says "move to Revenue Cloud," they …
Every Quote to Cash project moves through the same four phases. Know what you produce in each one — and know that this is a project you win or lose in…
Real engagements involving Salesforce CPQ.
A marketing-technology company's Salesforce CPQ process was failing in ways that stopped real deals from moving. LeanScale worked the backlog — a bloc…
A long-lived Salesforce CPQ still worked but had drifted: hundreds of mostly-empty fields, three competing ways to calculate ARR, native amendment swi…
A software company had outgrown a Salesforce CPQ where all discount accountability lived at the quote header, price tiers had multiplied, and system-g…
A technology company was collapsing an à-la-carte price list into tiered good/better/best packaging across its customer segments. LeanScale rebuilt th…
A B2B software company needed off Salesforce CPQ before it retired, with no clean handling for ramped or multi-year deals. LeanScale implemented DealH…
Conversation, not measurement.