Case Study: Morningstar drives new revenue and faster pricing with West Monroe Partners and Salesforce CPQ

Morningstar cuts pricing approval time to under a day with West Monroe Partners

Morningstar sought to transform its inefficient manual pricing process to unlock new revenue opportunities. They partnered with West Monroe to implement Salesforce CPQ, aiming to create a more streamlined and transparent quoting workflow for their sales team.

West Monroe implemented Salesforce CPQ in a 24-week phased approach, which included a successful pilot program and global expansion. This solution automated approvals and embedded upsell suggestions, resulting in 90% of pricing requests being resolved in under a day and saving five hours per sales opportunity. The finance team also saved 15 hours monthly. West Monroe's solution empowered Morningstar's sales team to focus on upselling and cross-selling, driving significant operational efficiency and new revenue growth.

Morningstar