SFDC – CPQ & Billing Implementation – Traffic Management

Client Overview

Client is a US-based traffic management services provider, delivering the services for construction, infrastructure projects, and utility work to improve roadways and communities across the country.

Business Challenges

  • Need for synchronizing billing records with MS Dynamics GP accounting system

  • The existing process of quote generation, billing, and tax calculation was manually intensive

  • The manual process for billing and quoting led to data anomalies, often causing frustrating delays in the payments receivables and overall accounting

  • Need for an interface that could allow modification of details of rented products on-the-fly

Business Solution

  • REST-integration to sync billing records with Microsoft Dynamics GP to provide seamless transaction flow from quote to cash

  • Use of Salesforce Billing package to automate customer billing and tax calculation

  • Custom development to convert Skedulo records into CPQ records (opportunity, quote, quote line)

  • Custom functionality to enable the admin to update the details of the product being rented

  • Downloadable reports to enable tracking of errors

Solution Components

  • Conversion: Caters to conversion of Skedulo records into CPQ records

  • Synchronization: Generation of billing transactions and their synchronization with Microsoft Dynamics GP

  • Update Rental Requirement: Enables the user to update the details of the rental products

Technical Requirements

  • Salesforce Billing

  • Salesforce CPQ

  • Apex

  • Visualforce Pages

  • Batches

  • REST Web Services

  • Triggers

  • Reports and Dashboard

  • Microsoft Dynamics GP

  • Skedulo

Benefits

  • The Salesforce CPQ and Salesforce Billing implementation reduced the administration burden and technical overhead that was required to support the existing manual billing process

  • Provided a scalable solution to support future growth through acquisition and increased invoice volumes

  • Auto synchronization eliminated data inaccuracies to a great extent

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