Crypto Banking with Voyager

The implementation of Salesforce CPQ Cloud helped Voyager Digital to streamline their sales process, improve efficiency, and increase sales.

Voyager Digital, a provider of crypto and software solutions for small and medium-sized businesses engaged with CloudROI. In order to stay competitive in an increasingly crowded marketplace, they needed to streamline their sales process and increase efficiency. After conducting research and evaluating several options, they chose to implement Salesforce CPQ Cloud.

Challenge:

This company had a complex product catalog with a variety of offerings and pricing options. Their sales team struggled to keep track of all the different products and pricing models, which led to errors and inefficiencies. They also had a manual quoting process that was time-consuming and prone to errors.

Solution:

To address these challenges, Voyager Digital worked with a Salesforce implementation partner to implement Salesforce CPQ Cloud. The partner helped Voyager Digital to streamline their product catalog and pricing options, and to automate their quoting process.

The implementation included:

1. Customization of the product catalog: The implementation partner helped Voyager Digital to simplify their product catalog and pricing options. They created a custom product hierarchy that allowed sales reps to easily select the appropriate product and pricing option for each customer.

2. Automated quoting process: The implementation partner helped Voyager Digital to create a fully automated quoting process. They developed custom workflows that automatically generated quotes based on the customer’s selected products and pricing options.

3. Integration with Salesforce CRM: The implementation partner integrated Salesforce CPQ Cloud with Voyager Digital’s existing Salesforce CRM. This allowed sales reps to easily access customer data and create quotes directly from the CRM.

Results:

The implementation of Salesforce CPQ Cloud had a significant impact on Voyager Digital’s sales process. The benefits included:

1. Increased efficiency: The automated quoting process saved sales reps a significant amount of time and eliminated errors.

2. Improved accuracy: The custom product catalog and pricing options reduced the risk of errors and inconsistencies.

3. Increased sales: The streamlined sales process allowed sales reps to focus on selling, which led to increased sales and revenue.

Overall, the implementation of Salesforce CPQ Cloud helped Voyager Digital to streamline their sales process, improve efficiency, and increase sales. They continue to work with their implementation partner to refine their processes and optimize their use of the CPQ Cloud platform.