Case Study

Cloud Elements

Simplus implemented a complete Salesforce CPQ solution.

At a Glance

The process involved a systematic definition of what list pricing should be while still allowing sales to use discretionary discounts with the appropriate approvals in place.

Services Provided

Implementation Services | Salesforce CPQ

The Challenge

Cloud Elements’ quote-to-cash process was previously very manual and in need of streamlining. Slack and email were used to manage the process and it wasn’t incorporated with Cloud Elements’ Salesforce instance at all, which meant the time to turnaround a quote was lengthy. The process was also inconsistent between divisions, adding further complications. Upon recommendation from an investment partner, Cloud Elements switched partners and selected Simplus for our extensive CPQ experience.

Cloud Elements challenge
Cloud Elements challenge

Cloud Elements’ quote-to-cash process was previously very manual and in need of streamlining. Slack and email were used to manage the process and it wasn’t incorporated with Cloud Elements’ Salesforce instance at all, which meant the time to turnaround a quote was lengthy. The process was also inconsistent between divisions, adding further complications. Upon recommendation from an investment partner, Cloud Elements switched partners and selected Simplus for our extensive CPQ experience.

About Cloud Elements

Cloud Elements is an API integration platform. Elements – which are app connectors – connect you to the ecosystem of applications that your customers and partners rely on everyday. Finance Hub, for example, provides a uniform API that connects you with all of the leading accounting systems used by your customers and partners.

Headquarters: Denver, CO
Industry: High Tech
Website: cloud-elements.com

The Outcome

Cloud Element solution

Simplus implemented a complete Salesforce CPQ solution for Cloud Elements. This involved a systematic definition of what List Price should be while still allowing sales to use discretionary discounts with the appropriate approvals in place.

“Simplus has a team of professional experts that worked with us to define the objectives, use cases, and testing that we were not able to complete in house. Simplus simply delivered on what they sold us!.” – Ed Fuller, CISCO, Cloud Elements.