The fast-growing startup needed a quicker solution to configuring and pricing out complex practice management software for accounting firms. They needed an overhaul CPQ solution that voided the need for Salesforce's licensing upgrade that would cost $250k per year.

While the company had some CPQ functions built into Salesforce, their requirements were complex and needed increased customization abilities. Unlocking the restrictions faced would require a massive upgrade that would cost an unreasonable amount of money for a CPQ solution.

The team at ESI evaluated, mapped, and created a new CPQ process that met the unique needs of the startup. This included a complex solution for handling bundles, dependencies, variable pricing, usage fees, and more. This solution was then mapped to their finance system.