Related case study
Challenges
DDN’s quote-to-cash process was slowing down growth:
- Manual workflows made quoting and order processing inefficient
- Complex product configurations and BOMs were hard to manage accurately
- Disconnected tools created data silos and a fragmented customer experience
Solution
DDN partnered with ideaHelix to modernize their sales process with Salesforce CPQ+.
What changed?
- Salesforce CPQ+ configured to automate pricing, discounting, order generation, and asset tracking
- Workflow automation introduced for record assignments and batch processing
- Custom Lightning components and Conga Composer improved UI and quote document generation
Results
- Optimized quote-to-order with automation
- Evolved onto the latest Salesforce capabilities
- Future-proofed user experience with modern, scalable tools
Client testimonials
ideaHelix has been a strategic partner throughout our Revenue Cloud journey—their deep expertise and purpose-built tools will play a critical role in helping us streamline quoting, accelerate renewals, and scale with confidence.
We chose ideaHelix for their deep industry and product
expertise, their innovative tools and their alignment with our hyper-focus on unmatched customer experience
Every customer success story is a testament to innovation, partnership, and results. See how ideaHelix helps solve complex challenges, accelerate growth, and drive digital transformation across multiple industries.
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