Optimizing Seller Efficiency with Intuitive Design
Business Goals
Improve Sales Productivity
By refining CPQ processes and cutting down on opportunity management time.
Enhance platform UX
Improve the deal desk and sales teams' user interface and experience at Zuora.
Ensure Data Integrity
Address Salesforce integration issues to ensure consistent and accurate data flow across systems
Enhance Order-Quote Accuracy
Eliminate discrepancies between the order and quote processes.
Leverage New Capabilities
Utilize new product features and capabilities to align with future business processes and needs.
Tailoring Solutions for Unique Projects
Review end-to-end processes to identify pain points, Explore opportunities for improvement, Define future business processes.
Seamless data synchronization between Salesforce and Zuora Billing, ensuring accurate and up-to-date information across platforms.
Automatic synchronization of opportunities and quotes, reducing manual entry and errors.
Enhance the sales journey for Account Executives by simplifying workflows and reduce dependencies on Deal Desk
Identify and implement automation opportunities throughout the CPQ process, reducing manual tasks and improving overall efficiency
Design Unified and Continuous Experience
throughout the Journey as Users move across Process
Persona Workshop and User Interviews
Intelligaia initiated the collaboration with a comprehensive 3-day Design Thinking Workshop. Documented personas and pain points across various lifecycle stages. Identified current (AS-IS) and future (TO-BE) processes for New Quote, Renewals, and CPQ journeys.
Transforming Insights into Actionable Solutions
Intelligaia was engaged by Zuora along with Forsys to understand the current application's flow, personas, and journey gaps and competitive analysis.
Persona Journey Mapping
Conducted workshops to gain deep insights into the challenges, focusing on four stakeholders: Sales Account Executive, Deal Desk Team and Product Team.
User Stories
User interviews gave us real stories to understand their needs, We used this knowledge to come up with user stories and use case scenarios.
Successful Business Outcomes
Streamlined sales and deal desk operations through process improvements, optimized approval workflows, and automated opportunity and quote synchronization.
24+
Process improvements
Significant Improvements in Sales AE and Deal Desk Processes
20+
Approval Scenarios
Optimized Approval Workflow and Dynamic Pricing
+8
Auto Sync Scenarios
Automate Opportunity and Quote Sync
High-Fidelity Mockups
Improved Zuora CPQ process with intuitive mockups for opportunity creation, bundle configuration, and renewal management. Design aligned with brand identity to optimize user experience and efficiency.
Dev Integration with Zuora Salesforce and Z-Quote
To ensure seamless integration between Zuora’s CPQ system, Salesforce, and Z-Quote, Intelligaia implemented several key enhancements.
Optimizing Integration Capabilities
Evaluated existing integration capabilities to identify opportunities for optimization.
Implemented Zuora Report Generation using Custom APIs
Developing and Implementing Custom APIs for Comprehensive Data Insights
Automating Efficiency with Apex Triggers
Automating Tasks for Increased Efficiency and Reliability.