TECHNOLOGY
- Salesforce Sales Cloud
- Salesforce CPQ
ABOUT CLIENT
Gradient AI is a leading provider of artificial intelligence solutions for the insurance industry. Its solutions improve loss ratios and profitability by predicting insurance underwriting and claim risks with greater accuracy and reducing quote turnaround times and claim expenses through intelligent automation.
NEED
Gradient AI wanted to automate its quoting process so it could scale with the business.
APPROACH
CloudMasonry and Gradient AI mapped the opportunity-to-quote process together, then consolidated the price book into a Salesforce CPQ quoting experience supporting subscription and usage-based pricing. The solution also supports Gradient AI’s internal approval processes through Salesforce CPQ’s Advanced Approvals.
OUTCOME
Implementing Salesforce CPQ enabled Gradient AI to streamline their quoting processes and eliminated the need for multiple external systems to handle their quoting experience. Through this, teams can quote more accurately and efficiently while monitoring the real-time progress of Sales.