Centra Funding, LLC (also known as “4 Hour Funding”), founded in 2006, is a nationwide equipment finance company based in Plano, TX, with offices across the United States. Centra is committed to offering a fast and simple finance solution that allows small businesses to acquire equipment more easily through its websites 4hourfunding.com and centrafunding.com. The Challenge:There was no accurate, recordable, or efficient way for Centra to communicate with their Brokers from a Sales perspectiveInformation was lost and disorganized on a regular basisAll communication was through one channel medium: EmailBrokers could not see their application statusOver 50% of deals coming in were not recorded in SalesforceDocument management was a mess; often time multiple emails had to be sent to obtain the proper documentationThe Solution: ·      Cirrius Solutions built an App that the Brokers could utilize to input new Opportunities and Application requests on behalf of their clients. App created Leads into Salesforce that Centra could workLeads now inputted into Salesforce could be converted into Opportunities that would give insight into Centra’s process for BrokersThe app was released on the iOS & Android storeThe App is available on Mobile and Desktop for convenient accessDocument Checklists are dynamically populated and tracked giving Brokers a more efficient route to move Opportunities in a timely mannerDocuSign integration into the App allowed for quicker processing and delivery to Brokers ClientsVisibility into the duration of the application process from start to funding is now tracked for better strategic decisionsThe Results: Centra immediately saw increased collaboration between not only the Brokers & Centra but also the Brokers and their Customers.  The solution provided next-level efficiencies by having one place to submit applications, monitor transactions, and view historical data.

Lytx® is the world’s leading provider of video telematics, analytics, safety, and productivity solutions for commercial and public sector fleets. Their unrivaled Driver Safety Program, powered by our best-in-class DriveCam® Event Recorder, is proven to help save lives and reduce risk. The ChallengeLytx had been utilizing a manual quoting process and wanted to simplify, standardize and automate the quoting process. The legacy order management process was very manual and required data from multiple systems. The sales team was still running on Salesforce classic and needed to be migrated to the lighting platform.The process of Order Management (OM) was extremely manual requiring manual data entry for over 50+ fields by OM specialistsThe customer experience suffered due to a manual, cumbersome, and inconsistent process.The SolutionThe Lytx sales and executive teams worked with Cirrius Solutions to implement Salesforce Configure-Price-Quote (CPQ). The implementation included a more standardized and automated quoting process for the entire sales team using new opportunity page layout(s) with dynamic components. The Cirrius team implemented a polished guided selling approach that improved the accuracy of the quote(s) and enhanced the overall client experience.Consolidated and refined page layouts for easier view of important informationImplemented CPQ and refined/created product bundlesPolished guided selling to streamline their quote more accurately the first timeThe ResultLytx is now fully optimized on Salesforce CPQ. The new system has increased quote efficiency, accuracy, and user adoption. The executive team now has the key analytics around the sales process to support strategic decision-making.Data integrity increased by over 30% due to the automation of quoteReduced data entry time spent by 45% creating new opportunitiesGuided selling increased the frequency of selling of add-on’s due to decreased time spent searching for products

Lexipol was founded in 2003 by Gordon Graham and Bruce Praet, attorneys and former law enforcement officers with extensive experience in risk management. They realized that many law enforcement agencies lacked sound legally defensible policies.The ChallengeLexipol had been utilizing a manual quoting process and wanted to migrate to a more standardized model. The legacy quoting process limited functionality, pricing standardization, visibility to discounts, and the opportunity pipeline. The lack of a single standardized system was prohibiting the company from providing a consistent model across the organization.Quoting accuracy was inconsistent across the organizationThe customer experience suffered due to a manual, cumbersome, and inconsistent processData entry was difficult and labor-intensive which drove down internal adoptionForecasting was complicated by a lack of consistency in the underlying dataThe SolutionThe implementation included a custom quote object that automated the entire subscription sales process from creating product subscription packages, through pricing and approvals, all the way to renewals. The completed quote subsequently synced with billing and accounting to automatically generate an invoice.Designed and executed a custom implementation of Salesforce CPQSetup bundled products, approval rules, and territory-based discountsImplemented Salesforce Einstein for advanced analytics and forecasting The ResultLexipol is now fully optimized on Salesforce CPQ. The new system has increased quote efficiency, accuracy, user adoption, and quote generation. The new process saves time and money which is maximizing revenue and margins and ultimately, benefiting shareholder value.Consolidation of pricing in Salesforce with a single source of truth for sales, sales, and operationsAverage revenue contribution increased by 22% in the six months following the rolloutProvided the executive team with predictive analytics for their forecasting efforts