Streamlining Purple WIFI’s Sales Operations with Salesforce CPQ
About Client
Client Name
Purple Wi-Fi
Client Industry
High Tech
Company Overview
Purple Wi-Fi is a cloud-based guest Wi-Fi platform that provides businesses with secure, high-speed internet access for their customers while also acting as a marketing and analytics tool.
Users can log in using social media, while businesses can gather valuable data on customer demographics, dwell times, and visit frequencies to improve engagement, loyalty, and marketing campaigns.
The platform integrates with various business tools and offers features like digital wayfinding and asset tracking, serving industries from retail to healthcare.
The Problem
Purple, an existing Salesforce customer, had previously implemented a custom-coded solution to manage quoting and ordering. While effective in the early stages, the system could not scale with the business as it grew.
Key challenges included:
Inability to efficiently manage subscriptions and renewals. Limitations in handling complex product structures and discounting logic. Lack of accurate revenue recognition within Salesforce. To overcome these limitations, Purple decided to implement Salesforce CPQ and engaged Silver Softworks to replace the legacy solution.
Our Solution
A comprehensive digital transformation strategy that addressed every aspect of our Client's operational challenges
We deployed Salesforce CPQ to replace the custom solution, equipping Purple with a scalable and efficient quoting, contracting, and revenue recognition process.
Our approach focused on: Simplifying subscription and one-off product management. Automating quote generation and e-signatures through DocuSign. Enabling advanced contract management, renewals, and amendments. Delivering real-time reporting and forecasting with custom revenue recognition. This transformed Purple’s sales process, providing efficiency, visibility, and accuracy across the customer lifecycle.
The Result
Measurable impact across all key performance indicators, delivering exceptional value and sustainable growth
Salesforce Product Implemented:
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Salesforce Platform
- Reports & Dashboards
- Salesforce CPQ
