Avrios

Avrios provides its customers with comprehensive and innovative cloud-based fleet management software. The AI powering the platform helps digitize data, automatically read documents and correctly assign them to cost categories, vehicles, etc.

+ 350 employees/users

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,
  • lack of streamlined process for subscription management (e.g. upsell, cross sell),

Project scope

  • The implementation of CPQ for New Business as well as Amendment and Renewal processes
  • Quote Approval Process configured,
    Product Catalog configuration for recurring business,
  • Opportunity and Quoting process automations,
  • Order / Contract process automations,
  • Amendment / Renewal process automations,
    SaaS metrics calculation.
  • Easily configurable CPQ Quote Templates and integration with DocuSign e-signature solution for sending the Quote PDF.
  • The calculation of CPQ Contracts and Subscriptions for legacy Contracts migration from FinancialForce

Benefits

  • 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.

Cloudity proved to be very agile and pragmatic, which allowed them to run efficient and effective project management in a fast-changing environment. I recommend partnering with Cloudity! 

Wouter Hendriks

Head of Revenue Operations at Avrios

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What it unlocked

Join 350+ fast moving companies who fired their CRM chaos and built smarter systems with Cloudity.