A Quick and Easy Revamp to G2's CPQ Renewals Process

A short term engagement with G2 to help with a revamp to their renewals process and configuration changes in CPQ.

client

G2

industry

SaaS

year

2023

services

Salesforce Consultants

The Rev Ops team at G2 had spent the previous several Quarters strategizing a revamp to the renewals process. The problem with these changes is that it helps the future state but leaves a ton of dirty data behind. They needed outsourced help getting things cleaned up ASAP.

These kinds of one-off projects can be challenging because data clean up absorbs a TON of bandwidth from the current team - the effort would likely take a full 40 hours per week for 3-4 weeks and pulling an internal Admin off existing projects for that long is impossible.

Outside Contractors that can deliver fast and cost-effectively are one of the only ways to get these kinds of projects done. Based on the amount of work involved, we paired G2 with 2 Salesforce Contractors - a Sr. Administrator and a Data Analyst - to burn through updating old contracts, subscriptions, and Closed Lost opportunities.

Outcome

This was an engagement that speaks to the value of speed. In a matter of days, we had Contractors plugged in to complete mission critical clean up efforts.

Contractors Hired
2
Time to Fill
48 hours
Project Duration
6 weeks
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