Salesforce CPQ and billing for 360 degree opportunity management



The client is into managed IT services and consulting. It offers various software packages to targeted customers for cultivating, processing, distributing, selling, and transporting rare herbal plant products for medicinal use.

The client had thousands of different software packages as their product. Each has a different set of features, functional applicability area, and pricing. Managing the process right from inquiry to sales without missing any opportunity that too with manual methods was a big challenge.

Looking on to the business size, a team of more than 250 staff members was working. Coordination and ownership within such a big team on a similar process was another big challenge.



Implementation of Salesforce was carried out to simplify all business processes. It helped to generate easy and efficient work distribution among staff, handle all the opportunities at each and every stage, improved business outcomes & reduced time and effort in processes.


  • Managing customers
  • Data security management using different user profiles and rendering permissions for processes and objects
  • Reduced data entry with the use of data flow techniques and automation
  • Configuration of products and services using Salesforce CPQ
  • Generating quotations and proposals
  • Negotiation, and finalization of a deal with approvals, thus generating Order
  • Order execution with Invoicing and its automation
  • Managing Payments and Refunds using Salesforce Billing
  • Process automation with process builders, workflows, and flows
  • History tracking on various parameters
  • Integration with Slack for Notification of important events
  • Integration with Hubspot for Leads
  • Integration of secured payment gateway
  • Various Reports, Dashboards, and Ledger to accommodate the analytical requirements and revenue recognition


  • 360 degree business managed
  • All scattered processes are streamlined using CPQ and Billing
  • History tracking helped in audit and improvement
  • Sales with Accounting all under one roof

Tech Stack

  • Salesforce Revenue Cloud
  • Salesforce CPQ
  • Salesforce Billing
  • Precursive
  • Conga
  • Truly

About Emorphis

Emorphis Technologies is a world-class software development and solutions company that truly believes in “Innovation in motion”. Delivery innovation on the go at an accelerated pace has been our success mantra to date. Over the years we have provided value to our clients in the field of enterprise mobility, cloud, IoT, backend development, Big Data Analytics, and Blockchain.

We serve industries ranging from unicorns, and startups to large multinationals in the healthcare, telecommunications, fintech, retail, and publishing industry. Our go-to-market software products – iStatement, iPublisher, and iBuggy have proved our metal with positive beneficial customer testimonials. We help our clients with successful product development, consulting services, and testing (manual & automated).

We have profound experience & expertise in various technologies like .Net, J2EE, PHP, iOS, Android, and Cloud Computing viz. Amazon Web services (AWS), Software QA & testing (Manual & Automation). Our designed products are cloud-ready and can be readily deployed on AWS/Azure cloud infrastructure.

Our pivot on engineering innovation and R&D helps quicken time-to-market, ensuring high quality at economies of scale, delivering cult competency for the global marketplace. We ensure that your ideas, concepts, and requirements are backed by brilliant execution at our end. Having said that we extend end-to-end ownership of product/application design, development, and deployment.

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+1 408 409 2024

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