SASE pioneer uses Veloce CPQ for 10,000+ line quotes

This Veloce customer pioneered the convergence of networking and security into the cloud. Their vision is to deliver a next-generation secure networking architecture that eliminates the complexity, costs, and risks associated with legacy IT approaches based on disjointed point solutions. They allow organizations to securely and optimally connect any user to any application anywhere on the globe.

Challenge

The company had been experiencing a lack of adoption of its CPQ system. The quoting system struggled to support how they went to market with their products. As a result, there was a lot of quoting being done manually and outside of the control of the system.

  • Confusing UI
  • UI could not support how they sell their mix of products
  • System couldn’t handle medium or large quotes
  • Forced to quote manually, outside of the system
  • Bad performance
  • No real-time deal metrics

Challenge

Challenge I

The company had been experiencing a lack of adoption of its CPQ system. The quoting system struggled to support how they went to market with their products. As a result, there was a lot of quoting being done manually and outside of the control of the system.

  • Confusing UI
  • UI could not support how they sell their mix of products
  • System couldn’t handle medium or large quotes
  • Forced to quote manually, outside of the system
  • Bad performance
  • No real-time deal metrics

“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

With an improved UI that enables an efficient quoting experience, sales teams can get quotes out much faster and with greater accuracy than ever before. 

Management can see all deal metrics in real time, which allows them to make informed decisions without ever leaving the quoting solution.

The flexibility of the configurable UI allows them to have the agility they need to support the dynamic needs of the market. As client demands or internal go-to-market strategies shift, the system can support their needs.

  • UI/UX configured to meet their specific requirements
  • Handle large quotes with for customers with more than 2,000 locations and 10,000+ quote lines
  • View any deal metrics in real-time
  • Manages new business, amendments and renewals
  • Renewals and amendments have clear visibility into what has been changed, and the amount of the upsell/downsell

Business results

  • Better control of pricing
  • Faster sales cycle
  • Automated end-to-end quoting process
  • Increased quoting accuracy
  • Better control of pricing
  • Faster sales cycle
  • Automated end-to-end quoting process
  • Increased quoting accuracy

Challenge II

Solution

Business results

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