Case Study
A Software Company Reduces Sales Quoting Errors by 30% and Speeds Lead-to-Cash with CPQ Testing
Download Case StudyA leading Software Development company needed to enhance its sales efficiency and accuracy within its Salesforce CPQ platform. Jade Global's and the client's QA teams collaborated closely to ensure robust testing and seamless integration, leading to significant improvements in sales processes and customer satisfaction. Our targeted Salesforce performance testing approach minimized errors and streamlined workflows, providing tangible business benefits, including increased accuracy in sales quoting and faster lead-to-cash cycle times.
Industry: Software Development
Key Technologies/Platform: CPQ Manual QA
About the Client
The client is a globally recognized leader in software solutions, specializing in providing comprehensive software for industries like manufacturing, energy, and infrastructure. They help clients optimize their operations and drive innovation
Business Challenges and Requirements
The client faced several challenges in ensuring the accuracy and efficiency of their Salesforce CPQ (Configure, Price, Quote) system:
- Struggling to meet strict project deadlines without compromising quality
- Balancing on-project training for team members with managing daily tasks
- Overwhelmed by numerous tasks, including change requests from BAU teams
- Needing to act as proxy users during UAT for dry runs of test cases
- Facing a shortage of skilled Salesforce Testing resources
Impact and Business Benefits
Our manual QA efforts delivered several tangible business benefits for the company, including
- Increased Accuracy: Enhanced the accuracy of sales quoting, reducing errors by 30% and improving customer satisfaction by 20% year-over-year
- Faster Lead-to-Cash Cycle: Ensured seamless integration between Salesforce CPQ and downstream systems, enhancing data consistency and operational efficiency by 18%
- Improved Integration: Ensured seamless integration between Salesforce CPQ and downstream systems, enhancing data consistency and operational efficiency by 18%
- Enhanced Validation: Conducted thorough testing and validation of business processes before release, minimizing disruptions by 40% and ensuring smooth rollouts
Our Approach and Solution Offered
Jade Global implemented a comprehensive quality assurance strategy across multiple testing phases to ensure seamless integration, functionality, and performance of the Salesforce CPQ and related systems.
- Conducted Salesforce QA and System Testing (ST) for sprint-wise functional requirements in Salesforce CPQ and DocuSign environments, ensuring that each feature met the required quality standards.
- Managed System Integration Testing (SIT) to verify the integration between Salesforce CPQ and downstream systems like DocuSign, SAP, Azure DevOps, and Oracle ERP, ensuring accurate data flow across lead-to-cash business processes.
- Performed a 2-day sanity check to validate that major functionalities worked together, allowing early detection and resolution of potential issues.
- Executed Cross Workstream End-to-End (E2E) testing to validate the integration of CPQ with CLM, OLM, and Subscription management, ensuring that all transaction types (SLA, GTC, EA) flowed seamlessly through upstream and downstream modules.
- Carried out Regression Testing for R4c release scenarios, confirming that P1 test cases and cross-workstream E2E scenarios functioned as expected and that defect fixes did not introduce new issues.
- Supported User Acceptance Testing (UAT), allowing the business team to validate their processes against the updated release and provide sign-off, ensuring the solution met business requirements.
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