Due to the manual processes, Webdam lacked insight into its sales numbers. Simplus created custom fields to summarize data and roll up to the account level. This provided management with a view into ARR and other key data.
Customized Documents: Webdam was in the process of a brand overhaul. That redesign required that the quote documents match the new design. As an organization with many sophisticated marketing clients, brand management was crucial.
Slow Renewal Process: The process for renewals was time consuming. This manual process required cloning and reentering information.
Manual Sales Quoting: The Webdam sales team used Word documents to create each quote manually. This process caused issues when math was done incorrectly. This process was also a substantial time investment for the sales team.
Customized Quote Documents: Using a mixture of available CPQ options and custom configuration, Simplus was able to create the branded quote documents requested by Webdam. These new documents match corporate-approved branding.
Automated Renewals: A combination of workflows, custom fields, and custom configuration was designed to automate the renewals process. This automation has reduced renewal creation time by 60%.
Quote Creation: Using the standard capabilities of Salesforce CPQ, Simplus was able to leverage rules and restrictions to ensure that quotes are reviewed. This replaced the previous manual process, which was time-consuming and prone to error.
This was a fantastic implementation of the Salesforce CPQ system. Using CPQ was a huge process change for us, and I expect our team to easily spend 50% less time in Salesforce because of the product Simplus has built. . . . We look forward to continue working with Simplus and aim to make Salesforce our one source of truth and single point of entry.
– Afshin Bahrami, Sales Operations Analyst
Imagine. Achieve. From conception to completion, Webdam helps marketers and creatives tell their brand stories. Its cloud-based platform makes it easy to organize, use and share the creative assets at the heart of impactful experiences. By uniting everyone who has a hand in shaping the brand on a common platform, Webdam allows brand-building activities to scale across the enterprise and around the globe. Webdam is a proud member of the Shutterstock family.
Headquarters: San Mateo, CA