Technology, meeting and event management software (SaaS)Meeting & Event Management Software Company
A B2B meetings software company moved subscription quoting, renewals, and contracts onto Salesforce CPQ with e-signature built in.
A software company helps enterprises schedule and manage business meetings at events and trade shows. It sold multi-year subscriptions and needed a structured way to quote, sign, and renew them in Salesforce.
The challenge
Multi-year pricing was worked out in spreadsheets, discounts were approved informally, and contracts were sent for signature outside Salesforce. Existing customer subscriptions were not tracked as contracts, so renewals and upsells had to be spotted and created by hand.
The solution
SiiMPLY7 implemented Salesforce CPQ with products, bundles, list pricing with discounts, pricing rules, and approval rules, plus quote and contract templates. DocuSign sends contracts and returns them signed into Salesforce. Renewals and amendments were configured, and existing customers were loaded as contracts and subscriptions with renewal opportunities.
Implementation highlights
What we built.
- Products, bundles, and multi-year pricing in CPQ
- Discount rules with approvals for exceptions
- Quote and contract templates with DocuSign signature
- Automated renewals and amendments for add-ons
- Existing customers loaded as contracts and subscriptions
Results
Multi-year pricing handled in CPQ
Renewal opportunities created automatically
Contracts signed and stored in Salesforce
Engagement summary
The CPQ implementation ran about ten to twelve weeks, with deployments to test and then production, test cases, and documentation for the team.
What's next
With subscriptions tracked as contracts, the team was set up to manage expansion and renewal pipeline in one place.
More case studies
Looking for similar results?
Let's simplify the complex, together.
A senior architect, not a sales rep, will map your first move inside 48 hours.