Client: Gradient AI
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, a cutting-edge artificial intelligence company, was encumbered by an extremely manual quoting experience that led to related errors, delays, and organization-wide concerns on process scalability.
APPROACH
CloudMasonry and the Gradient AI team collaboratively mapped the existing opportunity to quote process. It consolidated the existing price book to better align to a Salesforce CPQ-based quoting experience inclusive of subscriptions, bundling, discounting, usage-based consumption, consumption schedules, and block pricing with overages. The solution also supported Gradient AI’s approval processes, ensuring compliance with internal policies facilitated through Salesforce CPQ’s Advanced Approval package.
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.
