“Simplus thoughtfully listened to our needs and translated those into impactful solutions.”
Paul Risk | Chief of Global Applications and Architecture
At a Glance
We were tasked with transforming an entire partner management process—from onboarding through quoting and contracting—and moving it to the Cloud.
Services Provided
Implementation Services | Consulting Services | Custom Development
The Challenge
Advancing Quote-to-Sale Functionality
The Warranty Group required complex partner management, all within the Cloud. While some processes had been migrated, previous attempts to move core partner enablement and quote-to-sale functions were unsuccessful. Salesforce Service Cloud was chosen to handle the partners. The goals for this project included the following:
- Develop a faster client onboarding system
- Provide multiple quoting interfaces for partners and a user-friendly quoting/rating system
- Streamline partner approval process and provide notifications for pending approvals
- Make pricing/rating structure easier to understand and maintain
- Eliminate errors in pricing and quotes
- Build a quote-to-sale system to accurately provide rates/prices for partner products
- Give partners the ability to manage their fees and commissions
The Warranty Group required complex partner management, all within the Cloud. While some processes had been migrated, previous attempts to move core partner enablement and quote-to-sale functions were unsuccessful. Salesforce Service Cloud was chosen to handle the partners. The goals for this project included the following:
- Develop a faster client onboarding system
- Provide multiple quoting interfaces for partners and a user-friendly quoting/rating system
- Streamline partner approval process and provide notifications for pending approvals
- Make pricing/rating structure easier to understand and maintain
- Eliminate errors in pricing and quotes
- Build a quote-to-sale system to accurately provide rates/prices for partner products
- Give partners the ability to manage their fees and commissions
Simplus thoughtfully listened to our needs and translated those into impactful solutions. I would highly recommend Simplus as a partner going forward.
About The Warranty Group
Celebrating more than 50 years of industry leadership, The Warranty Group is one of the world’s premier providers of warranty solutions and related benefits, serving more than 50 countries through its 1,600+ employees.
Headquarters: Chicago, IL
Industry: Insurance
Website: www.thewarrantygroup.com
The Outcome
TWG chose Salesforce.com for its CRM and Service Cloud capabilities. They came to us for our deep expertise in the Salesforce platform and our experience in responsive design and mobile formats. Our solution facilitated partner onboarding in days instead of months, enabling them to electronically generate quotes and contracts and to streamline the process of loading product and rating data. Specifically, we did the following:
- Produced a new, mobile-enabled tool on Salesforce.com, making it easier to add and maintain partner products
- Created a pricing/rating engine to calculate rates based on partner product, customer, and vehicle data
- Developed a quote-to-sale UI on Salesforce.com
- Enabled quotes through third-party services by providing application program interfaces (APIs) for receiving rates and submitting contracts
- Integrated contract activation, maintenance, and insurance claims with current processes
- Reduced the burden on TWG admins to aid in quote creation and pricing
