Technology, compliance and risk management softwareCompliance & Risk Management Software Company
A compliance software company implemented Salesforce CPQ with separate pricing models for three industry verticals, giving its revenue team consistent, automated quoting across its markets.
A company providing compliance and audit management software sells across distinct industry markets, each with its own product mix and pricing structure. Quoting relied on manually maintained pricing spreadsheets, discounts were applied inconsistently, and contract documents were assembled and sent outside any structured system.
The challenge
Three separate product lines each required different pricing logic, including tiered structures and complexity-based implementation costs. Approvals for discounts were informal, renewals were tracked manually, and contract amendments were handled outside Salesforce. Multiple quote document types were generated and signed outside the system.
The solution
SiiMPLY7 implemented Revenue Cloud and CPQ with separate price books for each industry vertical, tiered pricing rules and complexity-based implementation cost logic, and a discount approval chain with thresholds routed to the right approvers. Conga Composer generated proposal and contract documents dynamically from quote data, DocuSign sent them for signature and returned signed copies with PO numbers, renewals were automated with configurable uplift, and amendments handled co-terming and add-on opportunities.
Implementation highlights
What we built.
- Separate price books for each industry vertical
- Tiered pricing and complexity-based implementation cost calculation
- Discount approval rules with thresholds and delegated approvers
- Conga Composer for dynamic proposal and contract document generation
- DocuSign integration returning signed documents and PO numbers to Salesforce
- Automated renewals with configurable annual uplift and amendment support
Results
Every quote built from approved pricing rules with no manual spreadsheet calculations
Discounts route automatically to the right approver based on threshold
Renewal opportunities created and contracts updated without manual tracking
Engagement summary
SiiMPLY7 replaced spreadsheet-based, inconsistent quoting with a CPQ engine that prices three verticals correctly, routes approvals automatically, and generates and signs contracts from within Salesforce.
What's next
Post-launch work focused on refining pricing configurations as the product catalog evolved and extending the integration to the company's professional services platform for invoice tracking.
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