Optimizing Revenue and Managing Revenue Reports Effectively in Salesforce CPQ for a Technology & Services Leader

The customer, a technology and services leader in identity, customer data management, and ethical use of data, was using Salesforce Sales Cloud. However, when using Salesforce CPQ, they were facing some challenges in identifying upsell and renewal revenue among CPQ deals. The customer wanted to optimize their revenue reporting so that their stakeholders could get relevant insights easily.

Download this case study to learn how we helped the customer to:

• Successfully Create Upsell and Renewal Revenue on One Opportunity
• Ensure Efficient Revenue Reporting
• Improve Team Productivity