Case Study: Ivanti streamlines Salesforce and CPQ with Atrium

Ivanti builds a Salesforce roadmap in 6 weeks with Atrium

Ivanti, a global leader in IT management and security software, faced challenges with a complex and outdated Salesforce environment that hindered its sales teams. To modernize its systems and reduce technical debt, Ivanti engaged Atrium for a strategic advisory engagement to assess its CRM and CPQ processes.

Atrium provided a comprehensive roadmap for Ivanti's Salesforce and CPQ transformation, focusing on simplification and future growth. The solution included a prioritized plan for process improvements and system design, which led to strong internal alignment and a key decision to continue investing in the Salesforce platform. As a result of the successful partnership, Ivanti is now working with Atrium on a new phase of work to execute the vision, including improvements to CRM and CPQ and an implementation of Experience Cloud.

Ivanti