kCura

Implementation Services, Salesforce CPQ

As a leading developer of e-discovery software, kCura faced a number of challenges and complex sales processes. To combat these problems, we created goals with kCura that would eliminate the reporting problems, manual data input, and other multiple inefficient processes. Goals included the following: Improve the ability for management and the sales team to track activities without having to utilize multiple silos Accurately report on the sales pipeline or forecast sales performances without having to pull numbers from multiple systems Efficiently maintain the ever-growing product catalog for each product Cut back on the time it generally took to generate documentation with another system that was used

By working with us and Salesforce CPQ and utilizing the CPQ process that we provided, kCura was able to manage their products and opportunities more efficiently. Both sales and management teams are able to track all sales activities with just Salesforce. The sales and management teams can now view the sales pipeline and forecast more accurately. We implemented and configured a document generation engine with kCura’s system to allow for accurate and timely reporting.