Quote to Cash simplified from 50 steps to just a few

Highlights

• Sales team rapidly produces accurate quotes and contracts involving thousands of SKUs
• Now able to manage over 100 operational terms for compliance
• Achieved end-to-end integration with ERP in only weeks

Challenge 

Scientific Learning is a provider of education software to K-12 schools, educational institutions, speech and language clinics, and learning and tutorial centers around the world.  When they recently launched a new product line and changed their business model they knew they needed to address their configure price quote (CPQ) and contract process.  With a product catalog expanding into several million products and the number of quotes generated monthly increasing from hundreds to thousands, the need to scale efficiently was critical.  The existing, old system relied on account managers creating quotes in Excel.  Information then had to be manually entered by the Sales Operations group.  Additional manual work was also required to engage fulfillment in the ERP system. 

Result

With Apttus thousands of SKUs for Sales and over 100 operational terms for compliance are tracked and managed.   Value, ease of use, ease of set-up, increased visibility and completion of the entire process inside salesforce were all key benefits for Scientific Learning.  The Quote to Cash process was reduced from 50 steps down to only a few.  And because Apttus is 100% native to Force.com, Scientific Learning achieved end-to-end integration with ERP systems in weeks.