Analyze a struggling quote process, fix its weaknesses, and take it to the next level
More companies are relying on subscription-based models, such as software as a service (SaaS), to help them conduct business for their own – and for their customers' – convenience. Yet the renewal quote generation process can often be complex, frustrating, and time-consuming, hurting the bottom line of subscription providers and their clients alike.
Subscription providers know that upselling, cross-selling, and renewals are critical to their success. Our client had a huge customer base, but making good use of it when it came to quoting presented a challenge. The system was a hodgepodge of purchase histories, discounts, and details about former customers, all mixed in with enterprise licensing agreements (ELAs).