Mark Daniel Email & Phone Number

Pune, Maharashtra, India

•Collaborate with sales, finance, legal, product, and marketing teams to ensure alignment on deal terms and strategy.•Utilize pricing and quoting tools, customer relationship management (CRM) software, and other technologies to streamline processes and improve efficiency.• Streamline and Manage onboarding process for a SaaS quoting system as it’s a critical step in ensuring that new users or customers can effectively use accurate quotes and proposals.•The SaaS quoting process is… Show more •Collaborate with sales, finance, legal, product, and marketing teams to ensure alignment on deal terms and strategy.•Utilize pricing and quoting tools, customer relationship management (CRM) software, and other technologies to streamline processes and improve efficiency.• Streamline and Manage onboarding process for a SaaS quoting system as it’s a critical step in ensuring that new users or customers can effectively use accurate quotes and proposals.•The SaaS quoting process is Kept transparent and customer-focused to build trust and provide clarity about what the customer is purchasing. It's also a vital part of the overall sales quoting process.•During Renewal and Upselling SAAS products and services the customer's usage and satisfaction is monitored in the subscription period. As the renewal date approaches, consider upselling them to higher tiers or additional features.•Generate SAAS formal quote that outlines the pricing, terms, and any customizations for the customer that includes Base Price, Add-Ons, Usage fees, Discounts, Payment terms, contract length. •Salesforce CPQ assist us in maintaining pricing and quoting compliance with industry regulations and internal policies.•Thru Salesforce CPQ we program the process of creating quotes, making it easier for sales reps to generate quotes quickly and accurately. It can also provide different pricing options for customers, helping salespeople negotiate effectively.•CPQ helps us in integrating with contract management tools and allows you to manage contracts within the Salesforce platform.•CPQ provides us a framework for managing discounts and promotions. It allows us to set up approval workflows for discounts to ensure that discounts are applied only when they meet predefined criteria.•Salesforce CPQ allows us to configure complex products and services with ease. This ensures that all the products in a quote are compatible and that any dependencies or constraints are taken into account Show less

Bangalore Urban, Karnataka, India

• Analyzing and validating CPQ quotes on salesforce lighting and sending it for booking thru Sales or ELA to the (Order management team).• Case management functionality is integrated thru SalesForce.com to manage the service requests sent by internal departments (Stakeholders)• Salesforce Case Management allows us to record, track and solve customer issues by sales, service, and support.• Strictly Adhere to the SLA in conjunction with Customers, partner and stakeholders over queries… Show more • Analyzing and validating CPQ quotes on salesforce lighting and sending it for booking thru Sales or ELA to the (Order management team).• Case management functionality is integrated thru SalesForce.com to manage the service requests sent by internal departments (Stakeholders)• Salesforce Case Management allows us to record, track and solve customer issues by sales, service, and support.• Strictly Adhere to the SLA in conjunction with Customers, partner and stakeholders over queries pertaining to license, Qty, Purchase Order, booked order, subscription, and any pending deals.• Assisting the Deal Desk team in ensuring accuracy of sales quotes, simplifying the workflow of the deal agreement process, and designing of service contracts for all license and subscription• Also Support deal Desk team on high value deals thru data correction and streamline sales process• Dealing with customer’s queries & requests thru Renewal sales team adding product to service contract, changing service level, date change, adding products, terminating products etc.• Assist the Enterprise License Agreement Team with customer license Qty adjustment, end date amendment and fix any ELA Qty discrepancy.• Analyze and advise the Enterprise License Agreement Team with correct information on Instances which require ELA Support (SNS)• Analyze and provide accurate advice to the Enterprise License Agreement (ELA) team with regards to customer licenses end date discrepancy during the ELA period.• Hands-on knowledge on JIRA Application and Slack Tool for different purposes such as project management, issue tracking, bug tracking etc• Work with the sales team to ensure data accuracy and completeness in the customer relationship management (CRM) system.• Manage and maintain sales tools and technologies, such as CRM systems and sales analytics platforms.• Collaborating with cross-functional teams, including marketing, finance, and operations, to align goals and objective. Show less