Case studies

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

Industries

Services

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!