Self-Service Quoting for an Entire Partner Ecosystem
Lytx’s partners and enterprise customers couldn’t buy without a rep in the room. Revenue Cloud opened self-service quoting to the whole ecosystem — and cut data entry time 45%.
The Challenge
Lytx provides video telematics and fleet safety technology, with roughly 700 employees serving partners and enterprise customers at scale.
Neither group could buy easily. Partners and enterprise customers had no effective way to purchase products themselves without significant involvement from the sales team — which capped how fast the business could grow and put a rep in the middle of every transaction, including the small ones. Behind the scenes, order management entry was heavily manual, and multiple data entry points produced data quality problems that undermined reporting. The customer experience suffered from processes that were cumbersome and inconsistent.
The Solution
Cirrius worked with the Lytx Salesforce teams to implement Revenue Cloud with automated quoting and standardized processes across the organization, then designed self-service quoting for both partners and enterprise customers.
- Self-service quoting for partners. The partner ecosystem could quote without waiting on a rep.
- Self-service for enterprise customers. The same capability extended to direct enterprise buyers.
- Automated quoting and standardized process. One consistent motion replaced regional and team-level variation.
- Long-term custom development. The engagement continued well past go-live, building cross-platform collaboration and driving user adoption.
The Result
- Over 30% increase in data integrity. through automation
- 45% reduction in data entry time.
- 15% more orders handled. per order management specialist
- Self-service quoting enabled. for the entire partner ecosystem and for enterprise customers
Cirrius Solutions has been the best partner that I have worked with. Their staff is extremely knowledgeable and supportive. We have used them on many engagements and will continue to do so! I look forward to our continued partnership.
— Product Owner, Salesforce Team, Lytx
The Pattern
Self-service isn’t only a customer experience win — it’s a capacity decision. Letting partners and enterprise buyers quote themselves freed the sales team for the deals that actually need a human.
Want to open self-service quoting?
Let’s talk about what your partners could do without a rep in the room.