Eigen X Case Study - WorkWave

Client Overview

Location: Holmdel, NJ, USA

Employees: 1,001 - 5,000

Industry: Software Development

Solution: System Clean Up, Salesforce best practices

Go-Live Dates: On Going

WorkWave helps mobile workforce companies in the field service, transportation, and logistics industries mitigate the key pain points they face every day, allowing their customers to save money, save time and improve customer service, all at the same time. WorkWave’s fully-integrated suite of cloud-based software, mobile software, and marketing services solutions allow companies of any size to easily estimate jobs, schedule and route mobile workers, and service and bill customers with ease.

Challenge

  • Multiple companies acquired with various systems and business processes​

  • Integrations with multiple systems (CRMs, ERPs, internal systems)​

  • 10+ year-old Salesforce org with technical debt​

  • Custom Product Picker/Configure Price Quote (CPQ)​

  • Multiple lines of business require multiple different CPQ Processes and multiple duplicated SKUs​

  • Existing system cannot adapt to changing product bundles

Solution

CPQ Discovery​

  • Met with different teams and held workshop sessions to map business processes across workstreams.​

  • Massaged product data to simplify offerings and bundles to eliminate large number of skus to offer.​

    CPQ Configuration​

  • Configured complicated product offerings by giving sales reps premade product bundles to choose from​

  • Configured Quote templates and Docusign integration to generate and send the Quote document with the click of a button​

  • Implemented Contracted Pricing so that negotiated price carries over to the Account's next Contract​

    SF Customizations/Code Clean Up​

  • Reviewed and migrated WorkFlow rules and Process Builders to Flows​

  • Consolidated multiple triggers to 1 trigger per object​

  • Updated Apex API versions

Result

  • Sales reps produce Quotes more quickly and accurately​

  • Improved technical debt within salesforce​

  • Reduced number of product skus and integrated CPQ bundles to reduce confusion of Sales rep​

  • Created more unified product catalog and allow reps to sell across multiple business lines​

  • Improved collaboration between Sales, product, and finance teams​

  • Faster and more efficient data entry for Sales Reps​

  • Improved system performance, lower code maintenance, and compatibility with new Salesforce releases making it simpler for internal employees to manage