Global credit card processing giant using Veloce CPQ

A worldwide provider of payment technology and software solutions delivering innovative services to its customers is using Veloce CPQ. They provide payment processing services to merchants and businesses of any size, allowing them to accept credit and debit cards, along with other payment types.

Challenge

Company’s existing CPQ was experiencing a lack of adoption due primarily to system performance issues surrounding both the configuration and pricing processes, as well as when calculating critical deal metrics.

  • Poor system performance
  • Lack of adoption
  • Resulting in manual quoting

Challenge

Challenge I

Company’s existing CPQ was experiencing a lack of adoption due primarily to system performance issues surrounding both the configuration and pricing processes, as well as when calculating critical deal metrics.

  • Poor system performance
  • Lack of adoption
  • Resulting in manual quoting

“We engaged Veloce to do what we didn't think was possible. We had previously engaged other CPQ companies to create a better quoting system that is integrated into Salesforce. Those failed. Veloce stepped in and immediately gave me hope that their system is different than most Salesforce based CPQ deployments."

Solution

The Veloce external configurator was used to complement Salesforce CPQ and deliver an experience that met the UI needs for Global Payments, could process critical deal metrics in real-time and dramatically reduce the end user latency.

  • UI configured to resemble the current UI
  • View any/all deal metrics in real-time
  • Great system performance
  • Quoting solution rolled-out to multiple regions

Business results

  • Better control of pricing
  • Automated end-to-end quoting process
  • Dramatic increase in CPQ adoption and CPQ ROI
  • Better control of pricing
  • Automated end-to-end quoting process
  • Dramatic increase in CPQ adoption and CPQ ROI

Challenge II

For the onboarding of their merchants, the company had multiple fragmented and manual processes which were slow, error prone, managed in multiple systems, and disconnected from Salesforce.

  • Manual onboarding
  • Error prone 
  • Related processes were fragmented and managed by different systems
  • Disconnected from Salesforce

Solution

Veloce’s App Builder was used to build an onboarding solution that runs in Salesforce and manages the end-to-end merchant onboarding process.

  • UI configured to match the ideal user experience
  • Runs in Salesforce
  • Onboarding is integrated with the Quoting process
  • A single automated end-to-end onboarding process

Business results

  • Eliminated duplicate data entry
  • Eliminated errors caused by manual data entry
  • 3x faster onboarding process