Adaptive Insights wanted to migrate its existing quote templates in CPQ to speed-up the booking process and deliver accurate and compliant quotes worldwide. The solution will fully align with Adaptive Insight’s operation guidelines and have mobile compatibility. Jade Global began resolving key business challenges by completing a health check and fixing code-related errors.

The development team completed the CPQ implementation and refactored Top of the Funnel activities for effective lead management. Jade’s technical experts prioritized Salesforce declarative platform capabilities to fit Adaptive Insights’ requirements.