Case Study: Valpak achieves a paperless lead-to-cash process and $12M renewal lift with Salesforce

Valpak takes the lead-to-cash process paperless with Salesforce CPQ & Billing

Valpak, a 1968-founded marketing company with 160 franchises reaching nearly 36 million households across the U.S. and Canada, faced a fragmented, paper-based lead-to-cash process: manual quotes, checks and paper contracts, a 20-year-old order-entry system, inconsistent pricing and poor visibility into renewals and forecasting.

By unifying Sales Cloud, Pardot and Salesforce CPQ & Billing (with e-signature and payment integrations and MuleSoft planned for ERP sync), Valpak automated quoting, invoicing and payments. Results include a 73% reduction in time-to-quote (15 to 5 minutes), a $12M lift in renewals, 9,000 clients moved to digital contracts, payment collection reduced from days to minutes, and higher marketing response—landing-page submissions rose from 2.2% to 5.5% with a 250% increase in response rates.

Valpak

Chris Cate

Valpak