InnovMetric

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In addition to having led several CPQ projects, Nubik was also the most qualified company to take on this implementation and the one who could best meet our requirements.

~ Stéphane Houle

InnovMetric’s Cloud Technology Coordinator

The client

Founded in 1994 and headquartered in Quebec City, InnovMetric Software Inc. is a leading provider of universal 3D metrology software solutions. InnovMetric employs nearly 400 employees through subsidiaries and joint ventures in 16 countries and four continents.

The issue

The client needed tools that were easier to use and more efficient. Teams were struggling to communicate across various platforms, seek research information and check pricing details manually.

To compound the problem, they were managing currency exchange and multiple language translations. As an international organization, there were often cases in which multiple languages or currencies factored into a single document exchange between stakeholders. In one instance, staff within the distribution network had to exit Salesforce and access an Excel spreadsheet to look up the terms of sales on a case-by-case basis. Not only did this file hold more than 1,200 line items, it was stored offline. In other words, any new data was not made immediately available and the user could easily be misled. The previous system also did not have the capability to renew multiple contracts in a single step. The bulk of tasks had to be performed manually which caused significant delays.

Teams were frequently required to review each document carefully to ensure pricing and translations were correct, a process which adversely impacted the company and each employee’s ability to be productive. To resolve this, InnovMetric decided to implement a solution that would be able to handle various currencies, provide access to the content in multiple languages and, most importantly, automate repetitive tasks that had no added value.

Solution

innovmetric solution salesforce CPQSalesforce CPQ automated the configuration, pricing and quote creation process, allowing the sales team to focus on the real needs of the customer and to quickly close the sale.

Delivered as a turnkey solution, Nubik further programmed a tax automation module for each country in which the client operates.

“In addition to having led several CPQ projects, Nubik was also the most qualified company to take on this implementation and the one who could best meet our requirements,” commented Stéphane Houle, InnovMetric’s Cloud Technology Coordinator.

The Results

Thanks to the expertise and knowledge of Nubik’s consulting team, this project became a major success story. Before the implementation, we took the time to review each document used by InnovMetric in order to understand their daily reality and to put together a project plan that was both realistic and efficient.

Every business process is now completely automated. The system processes each translation and every currency automatically without needing human involvement. The employees can therefore fully dedicate their time to more important tasks and no longer have to worry about introducing human errors into the transactions.

“InnovMetric will continue to grow in the next three years. We know we can count on Nubik’s help and the Salesforce tools to support our progress,” concluded Stéphane Leclerc, Vice-President of Technical Expertise and Process Optimization for InnovMetric.