A client in North America had deployed an out-of-the-box software solution to increase regional and global sales. Over time the system failed to address the varied and growing business requirements, business testing, quote formation, and quote generation for the sales teams, which resulted in the incorrect selection of product groupings and inconsistent pricing. In addition to these issues, the system and mobile devices did not track customer approvals. From a cost and overall user experience, maintaining and tracking disparate platforms and sales systems across the organization became cumbersome.
As the business changed requirements frequently, rework became a pain point for both customers and the sales teams. In order to address the business challenges and improve the sales and user experience, the company secured the cloud and process consulting services of Cloud Consultings, Inc. (CCI).