Case Study: U.S. Leading Provider of Genomic-Based Diagnostic Test achieves faster sales processing with Orion Systems Integrators

Sales Process Automation for a provider of genomic-based diagnostic tests

U.S. Leading Provider of Genomic-Based Diagnostic Test, a leading U.S. provider of genomic-based diagnostic tests for early-stage cancer, was struggling with a slow sales-to-invoice process as business growth increased. Sales teams were using multiple pricing and discount models, creating complexity and making it difficult to keep quotes, contracts, and invoices accurate and timely.

Orion Systems Integrators implemented and customized Apttus CPQ and CLM on the Salesforce platform to align with the customer’s sales process, business rules, and pricing logic, including integrations and QA validation. Orion Systems Integrators helped automate sales, pricing, and invoicing workflows, improving accuracy and speed while simplifying the process; the business process became 40–50% quicker and delivered time and cost savings.