Setting up pricing, licensing, and sales workflows for Dynamic Planner

Dynamic Planner is a UK-based company that provides a digital financial planning and investment platform tailored for financial advisors and wealth managers. Their services aim to simplify the financial planning process, enhance client engagement, and align investment strategies with clients' risk profiles.

Dynamic Planner was stuck in a frustrating loop when it came to managing pricing and licenses. Their business required a system that could easily handle everything from opportunities and quotes to subscriptions and amendments while juggling different licensing structures and discounts. However, their tools created inefficiencies that held the team back and made client interactions unnecessarily complex.

• Automated workflows significantly reduced manual errors and freed up time for strategic work.
• Custom pricing rules eliminated mistakes and ensured consistency in deals.
• The new system provided flexibility for future growth and business needs.

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.

Comprehensive pricing configuration

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.

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Product license system setup

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.

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Opportunity and quote management

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.

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Subscription and amendment handling

We enabled automated processes for managing subscriptions and amendments, providing clear visibility into client contracts and changes over time.

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Discount configuration in CPQ

We implemented custom discounting logic within Salesforce CPQ, ensuring accuracy for bulk licensing and other specialized pricing scenarios to improve transparency and client trust.