Case Study
Webdam
At a glance
Due to the manual processes, Webdam lacked insight into its sales numbers. We created custom fields to summarize data and roll up to the account level. This provided management with a view into ARR and other key data.
The Challenge
Customized Documents: Webdam was in the process of a brand overhaul. That redesign required that the quote documents match the new design. As an organization with many sophisticated marketing clients, brand management was crucial.
Slow Renewal Process: The process for renewals was time-consuming. This manual process required cloning and reentering information.
Manual Sales Quoting: The Webdam sales team used Word documents to create each quote manually. This process caused issues when math was done incorrectly. This process was also a substantial time investment for the sales team.
About Webdam
Imagine. Achieve. From conception to completion, Webdam helps marketers and creatives tell their brand stories. Its cloud-based platform makes it easy to organize, use, and share the creative assets at the heart of impactful experiences. By uniting everyone who has a hand in shaping the brand on a common platform, Webdam allows brand-building activities to scale across the enterprise and around the globe. Webdam is a proud member of the Shutterstock family.
Headquarters: San Mateo, CA
Website: www.webdam.com
Industry: High-Tech
The Outcome
Customized Quote Documents: Using a mixture of available CPQ options and custom configuration, Simplus was able to create the branded quote documents requested by Webdam. These new documents match corporate-approved branding.
Automated Renewals: A combination of workflows, custom fields, and custom configuration was designed to automate the renewals process. This automation has reduced renewal creation time by 60%.
Quote Creation: Using the standard capabilities of Salesforce CPQ, Simplus was able to leverage rules and restrictions to ensure that quotes are reviewed. This replaced the previous manual process, which was time-consuming and prone to error.
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