Case Study: SaaS Leader streamlines Salesforce quoting and billing with Synthesis Systems

SaaS Leader streamlines quoting and payment collection with Synthesis Systems

The customer, a SaaS leader, sought a seamless and PCI-compliant method for customers to enter payment details during the quoting process and update them for invoices. They also needed to eliminate a redundant double-entry issue between Salesforce and Zuora CPQ that was slowing down sales. They engaged vendor Synthesis Systems for a Revenue Cloud managed services solution.

Synthesis Systems built a solution on the Force.com platform to securely capture payment information during quotes and payments. They also customized the Salesforce Opportunity and Zuora sync to streamline the workflow for new subscriptions, amendments, and renewals. This enhanced the quoting process and resolved the sales clog for the client.