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How BIM One Automated Its Entire Billing Process

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Our Salesforce AppExchange Score
4.7
5
As of May 13, 2021
Client
BIM One
Industry
Professional Services
Employees
51-200
Implementation
Revenue Cloud
Client
BIM One
Industry
Professional Services
Employees
51-200
Implementation
Revenue Cloud
Introduction

BIM One Inc. was growing rapidly and moving more and more from a consulting company to a software company. They needed a more robust system to support their growth and to help them scale the company. Since they were doing their invoices manually, not only they had errors and were going out late, but it was also time consuming. About 50% of the time was dedicated to the billing process alone! It was no longer sustainable over the long term, hence the need for automation and increased scalability. And as a fast-growing company, they had to plan as a large company, but with the limited resources of a small company.

Solution

BIM One was looking for an automated solution for the billing process. They looked at different platforms and alternatives, but one thing they had to keep in mind was the scalability of that, and that’s why Salesforce Ecosystem was the obvious choice.

Salesforce CPQ (Configure, Price, Quote) automated configuration, pricing and quote creation process, allowing BIM One team to focus on the desired needs of the customer and enabled them to close sales quickly. Now that they found a solution that they can grow with it, the next step was to find an experienced service provider.

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“Nubik demonstrated a clear expertise in finance and the Salesforce ecosystem. There’s no doubt why they were so highly recommended by Salesforce.”

Keven Beauregard - BIM One Testimonial
Keven Beauregard
Director, Administration and Finance
BIM One
RESULTS

By automating the entire billing process with CPQ Billing, BIM One reduced significantly its quote errors, generated higher quote-to-order conversion, and saved time and money with quicker quote generation.

About Our Client

BIM One Inc. is a Canadian firm specialized in project management and technologies implementation related to building information modeling (BIM) that helps companies manage their virtual design and construction projects more efficiently.

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