Discover how we helped Dynamic Planner transform their operations by customizing their Salesforce setup—from comprehensive pricing models and license management to automated workflows for quotes, subscriptions, and contracts.
quote creation after pricing and CPQ automation
in manual steps required to complete opportunities
Dynamic Planner is a UK-based provider of financial planning and investment software for advisors and wealth managers. Their platform helps advisors profile clients, align investment strategies with risk preferences, and deliver financial plans efficiently.
The company serves a broad range of advisory firms and aims to simplify complex planning tasks with user-friendly tools. Before working with Noltic, the client faced challenges managing pricing details and license types in Salesforce, which slowed sales work and increased the risk of errors.
Before Noltic’s involvement, Dynamic Planner faced multiple business obstacles:
Facing Salesforce challenges?
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After the project, Dynamic Planner saw immediate improvements in operational efficiency and sales execution:
quote creation after pricing and CPQ automation
in manual steps required to complete opportunities
Dynamic Planner now operates with a customized Salesforce setup, managing licenses, pricing, and client engagements with ease. The solutions provided a significant boost to productivity and accuracy, setting a foundation for continued growth and client satisfaction.
We reorganized key parts of their Salesforce setup to support accurate pricing, licenses, and sales.
We configured Salesforce using CPQ features to manage all pricing models, including tiered and custom pricing structures. Thus, the team could quickly and accurately set up and adjust pricing rules.
We created a comprehensive system to handle different types of product licenses, ensuring seamless integration into Salesforce. This setup allowed them to manage multiple license types and their configurations effortlessly.
We built workflows to manage opportunities, quotes, and contracts efficiently. Our team also set up rules for tracking and automating key steps in the sales process to eliminate manual errors.
We enabled automated processes for managing subscriptions and amendments, providing clear visibility into client contracts and changes over time.
We implemented custom discounting logic within Salesforce CPQ, ensuring accuracy for bulk licensing and other specialized pricing scenarios to improve transparency and client trust.
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