Technology, cloud security software (SaaS)Cloud Security Software Vendor
A cloud security software vendor launched Salesforce CPQ with tiered pricing, approvals, renewals, and e-signature built in.
A cloud security software company was moving to new packaged offerings with tiered support levels. Quoting, approvals, and renewals were handled outside a structured process, and the sales operations team needed CPQ in place quickly.
The challenge
Three new product packages, three support tiers, partner discounts, free terms, and partial-year contracts all had to price correctly on every quote. Approvals depended on pricing, billing, and payment terms, renewals were created inconsistently, and signed paperwork lived outside Salesforce.
The solution
SiiMPLY7 implemented Salesforce CPQ with bundled packages and support options, tiered pricing by VM count, discount tiers tied to approval rules with delegated executive approvers, and standard and partner quote templates. Renewals and amendments were automated, legacy automation moved to Flows, and DocuSign was integrated to send quotes and return signed documents with PO numbers.
Implementation highlights
What we built.
- Three product bundles with support tier options
- Tiered pricing by VM count with partner discounts
- Discount-based approvals with delegated executive approvers
- Automated renewals, co-terming, and amendments on contracts
- DocuSign sending, signed document return, and PO capture
Results
Pricing rules enforced on every quote
Discount tiers route to the right approver
Opportunities created ahead of expiration
Engagement summary
The CPQ build ran from discovery to UAT in a tight sprint cadence with twice-weekly working sessions, and the client kept SiiMPLY7 on a monthly support agreement for integrations, automation, and CPQ changes.
What's next
Ongoing support covered integrations with marketing, forecasting, and ERP systems, plus proof-of-concept extension approvals.
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