Setting up pricing, licensing, and sales workflows for FinTech
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.
Client & product
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.
Business challenge
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.
Facing Salesforce challenges?
Need a reliable partner?
Results achieved
- 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.
Business impact
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.
Our solutions
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.
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.
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.
Subscription and amendment handling
We enabled automated processes for managing subscriptions and amendments, providing clear visibility into client contracts and changes over time.
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.
Lets work together
FAQ
Contact us in any convenient way
8 Muchoborska Street, Wrocław, Poland
5 Narva mnt, Tallinn, Estonia
.avif)
