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Aava Mobile scales business and grows thanks to Salesforce technology

Aava Mobile is a Finnish developer and manufacturer of purpose-built tablets and handhelds, a world leader for POS professional tablets, and the benchmark in a variety of vertical markets.

Sales Cloud – click and learn more  I  Aava Success Story

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Challenges

additional costs related to various
IT system limitations
the complexity of processes and systems
inability to scale the former RMA system

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Project scope

no more manually generated reporting
in spreasheets
ability to trace, understand and gather
data on customer management
visibility of KPI
cost optimization

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Benefits

The implementation of:

Service Cloud and Community Cloud
custom-made solutions for RMA processes
and inventory management
sales and quote management
for service departament
stock management

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Technology Industy  I  Avrios Success Story

Challenges

  • waste of time on preparing offers,
  • e-signature tool not integrated with the sales process,
  • inconsistent SaaS metrics,
  • frequent human errors during quote preparation,
  • quote templates stored as Word documents (manual updates necessary),
  • limitations on available pricing methods,
  • no standard place to track the Quotes history,
  • time-consuming review of agreement details (products/terms…),
  • lack of streamlined process for subscription management (e.g. upsell, cross sell),
  • no automatically triggered renewal process – obstructed revenue forecasting.

Project scope

  • The implementation of:
    1. CPQ for New Business as well as Amendment and Renewal processes:
      1. Quote Approval Process configured,
      2. Product Catalog configuration for recurring business,
      3. Opportunity and Quoting process automations,
      4. Order / Contract process automations,
      5. Amendment / Renewal process automations,
      6. SaaS metrics calculation.
    2. Easily configurable CPQ Quote Templates and integration with DocuSign e-signature solution for sending the Quote PDF.
  • The project also included:
    1. The calculation of CPQ Contracts and Subscriptions for legacy Contracts migration from FinancialForce,
    2. Support in integrating NetSuite with Salesforce.

Deliverables

  • Full financial picture of the Company,
  • Accurate contractual data,
  • Reduced manual work,
  • Facilitated monitoring of sales deals,
  • Easily customizable reports,
  • SaaS metrics (ARR, Churn) calculated accurately,
  • Many automations built – everyday work is now easier.

Sven Johannsen

Chief Sales Officer

What does our client say?

It has been a great pleasure to work with the Cloudity team, as they did not focus only on the immediate needs and shortcomings, but worked hard to understand our processes and created flexible and future-proof solution allowing to exploit various data collected in our IT systems and enabling a 365-view on customer sales, support and service related topics.