DealHub CPQ Implementation for Wealth.com
Overview
Tim White - Chief Growth Officer
"Like every project LeanScale has done for us, they did an incredible job getting our proposal and contracting process developed and completely streamlined with DealHub CPQ"
Problems to Solve For
Design Quote Creation and Proposal Process
Select a Technology to Streamline Process
Technically Implement and Manage Solution
LeanScale's Approach and Methodology
Gather Data and Current User Experience
Design Proposed Processes
Vendor Evaluation
Vendor Selection
Implementation and Integration with SFDC
Ongoing Management and Maintenance
Results and Outcomes
Fully designed Process and DealHub Implementation
6 week turn around time from design to go live
100% adoption and compliance to process and 60% reduction in quote turn around time
Contact Us