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Use Case

A HEALTHCARE & LIFE SCIENCES BRAND IS POSITIONED FOR INCREASED SALES AND GROWTH WITH SALESFORCE CPQ
CUSTOMER PROFILE:
  • Industry: Healthcare & Life Sciences – Medical Devices
  • Headquarters: New Brunswick, New Jersey, USA
  • Brand presence: Global
  • Employees: 10,000+ worldwide
CHALLENGES
  • The healthcare global brand’s sales processes were affected by its disconnected systems.
  • Manual processes resulted in a time-consuming quoting process that took days to generate a quote.
  • MDM managed the brand’s SKU-centric product catalog.
  • Bundling and product groupings were managed by disparate systems and spreadsheets.
  • Pricing information was housed in a contract management system.
OBJECTIVES
  • Focused on business growth and digital expansion, the group began implementing CPQ across its North American Medical Device division and needed a skilled partner to assist them with implementing and deploying the new architecture.
  • The healthcare & life sciences global brand needed ongoing CPQ development and assistance for future rollouts.
SOLUTION
  • Worked within the existing enterprise architecture to leverage and extend the product information in MDM.
  • Analyzed the existing product catalog structure and selling practices.
  • Set up a project to serve as an escalation point for other CPQ deployments.
  • Applied industry and product design best practices, creating and implementing a design that involves virtual products to represent product hierarchy levels.
  • Created a design that ensured discounts could be specified at certain hierarchy levels and applied it to all SKUs within that level.
  • Provided ongoing CPQ architecture and development services.
  • Assisted with monthly releases and the rollout of CPQ to new business units.
RESULTS

Thanks to OSF Digital’s implementation and analysis work, the healthcare brand has reduced the time to generate contracts and quotes, achieving its sales targets and growth trajectory.

Through CPQ implementation and thorough analysis, the healthcare & life sciences group can improve customer experiences. At the same time, they can rely on more efficient operations and less time to generate quotes—an improvement from days to hours.

TECH STACK + THIRD-PARTY INTEGRATIONS
Salesforce CPQ
THIS SOLUTION MAY BE RIGHT FOR YOU IF YOU:
  • Want to better manage your online product catalog.
  • Want to ensure that your customers enjoy an improved journey.
  • Need to manage your product data better and scale faster.
  • Are planning to grow your business in a short timeframe.
  • Need to unify your data, provide accurate quotes, and increase sales.
  • Need to understand business opportunities to maximize deal size through cross-selling and upselling.

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