Atlantech, an internet, phone and data center company with highly regarded services and satisfied customers, had a quote process that made a bad first impression.
Managed time-consuming quote process with slow, inefficient desktop applications
Wanted to automate Quote-to-Cash but current system did not support it
Management had initiative underway to upgrade technology and automate processes
The Approach
In 3 weeks, Summa implemented Steelbrick CPQ, DocuSign, training and go-live.
Complex Quotation Template with flexibility to display only relevant sections based on product choice
Sales Cloud implementation based on legacy data migrated from ACT!
Salesforce Product Catalog with support for Product Bundles and discounting
The Results
New system cuts 2 weeks out of every sales cycle — Atlantech customers praise the new streamlined and standardized quote format.
Seamlessly connects the sales process with product catalog and quoting process
Provides better customer experience with DocuSign electronic signature solution
Enables Atlantech’s pursuit of increased efficiency and scalability
More of Our Work
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