Valpak leaders mapped out their end-to-end business process across sales, marketing, finance, and operations. They wanted one system that could orchestrate it all. The company had been a Sales Cloud customer since 2011, so they were already familiar with Salesforce and valued having everything connected on one platform.
The Salesforce Customer Success Group came onsite to help advise Valpak leaders on their business process and the right tools to use, and it soon became clear that Salesforce CPQ & Billing would fulfill the company’s needs and work perfectly with its other systems.
In Valpak’s new digital lead-to-cash process, lead generation starts with Pardot, which usually has 10 different engagement campaigns running at a given time. Opportunities are managed within Sales Cloud, and CPQ allows for streamlined configuration, pricing, and quoting anytime and anywhere — including easy mobile quoting on iPad.
Data is automatically passed from a new quote to Salesforce Billing, where invoices can be created and payments can be collected. Salesforce AppExchange partner apps integrated with the overall system are used for e-signature and payment processing. In the future, Valpak plans to use MuleSoft to pass order data from Salesforce to its back-end ERP system for fulfillment and printing in its state-of-the-art manufacturing facility.
Implementing Salesforce dramatically improved Valpak’s efficiency in payment collection and invoice processing. Collecting payments used to take hours or days — but now it takes minutes via electronic payment requests. By capturing ACH or credit card information securely via Salesforce, Valpak’s sales operations team can now quickly process payments with the click of a button.