Growth-stageMarketing & Sales Technology
Unblocking a CPQ and deal-desk backlog
Backlog cleared to production
Backlog cleared to production
The Salesforce CPQ and deal-desk process was throwing errors that stopped real deals: a multi-year renewal that would not progress, quotes failing outright, and auto-renewal emails misfiring.
Diagnosed and cleared the multi-year renewal that would not progress through the quote process, then fixed the underlying quote failures behind it.
Shipped legal's updated order-form and master-agreement language into the templates, added a per-deal custom-agreement override for negotiated paper, and built order-form date-display toggles so the document reflects the deal that was actually struck.
Configured distinct reseller renewal terms, and a cancellation-status reset that fires when a cancelled customer reactivates so their record stops reporting as churned.
Executed a product SKU migration to the current product version across the catalog and the quotes that referenced it.
Backlog cleared to production
The blocked multi-year renewal, the updated order-form and master-agreement language, the per-deal custom-agreement override, the reseller renewal terms, the date-display toggles, the reactivation status reset and the SKU migration all shipped to production inside the window.
7 steps
An AI-generated, unbranded executive brief the buyer's champion can circulate internally
Built and in rollout
CPQ
7 steps
Auditing a Salesforce CPQ Nobody Enjoyed Using, Then Rebuilding the Quote Page Role by Role
A ~300-hour remediation plan with real prerequisites
Contract management
7 steps
Closing the loop between the CRM and the contract lifecycle system: auto-created contracts and standing custom-agreement flagging
The integration taken from idea to deployable spec
