Ivanti

Advisory Services, Change Management, Implementation, Salesforce CPQ

Ivanti grew inorganically over the past couple of years, due to mergers and acquisitions, which led its current quote-to-order process to be too complex and very manual. Ivanti was able to complete tactical objectives within Salesforce but not able to achieve strategic goals. Prior to working with Simplus, Ivanti faced challenges with complex projects associated with Salesforce, as well as performing organizational change management around these projects.

How Simplus Helped Ivanti chose Simplus because of our background with Salesforce CPQ, ability to gather low-level business requirements, strong Organizational Change Management methodology, and user-enablement approach. Ivanti stated that it was easy to get the project going with Simplus, given the scale of change. Simplus took ownership of deliverables in a way Ivanti had not seen from other third-party implementation providers, including meeting all requested timelines. Results, ROI, and Future Plans Working with Simplus brought a new voice into internal Ivanti conversations around transformational change and provided needed perspective to stakeholders resistant to system and process changes. In addition to Salesforce CPQ and PRM, Ivanti utilizes Sales Cloud and Service Cloud to manage its sales cycle, support cases, and customer data. Overall, Ivanti has greatly improved its quote-to-cash process and has an established, trusted advisor in Simplus to collaborate with on future projects.