Consolidate into Global Instance Sales Community CPQ & Billing

The following challenges were identified:

• A global scalable CRM solution was needed for future acquisitions to manage their pre-and post-sales processes of booths, sponsorships, Delegate & Vendor management across different locations
• Understanding the existing systems (Source Data), deciphering data from the source & data mapping with the Target Salesforce org was a major challenge.
• Ensuring the products are configured in the Target org so that it can cater to the variations across different events & regional preferences
• Create a central Billing Platform, which can interact with SAP as the A/R system

Products Used

Sales Cloud, Community Cloud (Customer and Partner Community), Salesforce CPQ & Billing, Salesforce Einstein Analytics, Salesforce Billing Implementation, Conga, Expo Floor Plan Tool, Mulesoft, DocuSign

Approach and Key Features

• Girikon conducted an Initial Discovery phase to analyze the custom features in the different orgs and create a Functional Map for the Target Source. One of the existing Org was used as the Target source
• Detailed Data Analysis and Data Mapping exercise was done. Data migration strategy included Talend as the ETL tool and MS SQL as staging databases
• Upon pilot source org migration, learnings were incorporated and subsequently all the source orgs were migrated in batches
• Enables the end users to place reservation requests for booths needed for any selected event.
• It gives sales person an advantage to get orders from customers directly
• Each event has a different community URL and floor plan enabling Branding of each event portal.
• Vendor management also managed 
• Integration with Salesforce CPQ to get the different Booth products available for sale along with pricing
• Online payment management through Cybersource integration
• Integrated CPQ with DocuSign & Conga composer to add e-signatures functionality.