Case Study: a leading provider of SaaS solutions achieves streamlined global quote-to-cash and enhanced customer experience with Persistent Systems

A leading cloud-native communications platform provider enhances CX, simplifies process and reduces ownership costs with Salesforce

A leading provider of SaaS solutions for communication and contact centers faced challenges in its Quote-to-Cash (QTC) process. Their legacy CPQ and order management systems created pricing inconsistencies, a lack of master data control, and an inability to support cross-border sales, which hindered growth. They partnered with Persistent Systems to consolidate their CRM and streamline these complex, customized processes.

Persistent Systems implemented a transformed Salesforce platform, establishing a unified approach to pricing and discounting while minimizing customizations. They simplified key business processes, integrated systems for omnichannel support, and instituted data governance. As a result, the client standardized global processes, accelerated time-to-market, increased case deflection, improved customer satisfaction, and successfully prevented revenue leakage.