A large US Enterprise wanted to automate its lead-to-contract processes and onboard the new cell and gene therapy business unit. They required expert consultation and implementation services for a unified platform, so they partnered with Exavalu.
01
Consultation
02
Implementation
Our client relied heavily on MS Word for lead, quote, and contract generation processes. This stifled their agility, slowed contracts and led to inconsistencies and errors. They maintained and tracked all the necessary information through Excel sheets and captured contract changes, reviews, and approvals through email. They lacked a single source of truth for leads, opportunities, customers, products, pricing, quotes, and contracts. The absence of centralized document storage or automation slowed down contract execution, resulting in limited and cumbersome reporting and analytics.
Exavalu adopted a collaborative approach and implemented a Sales Cloud solution. This automated their end-to-end lead-to-contract processes. We applied data migration best practices to convert and upload all the CGTS data, establishing a single source of truth / C360. Our solution automated testing for the entire part of the organization using Salesforce, accelerating their time to value.
