CoreMedia, a global leader in digital experience solutions, has been empowering brands since 1996 with cutting-edge technology that drives online engagement.
Headquartered in Hamburg, Germany, with U.S. operations based in Arlington, Virginia, CoreMedia's reach extends across major markets with additional offices in Washington, DC, and London. Their flagship product, LiveContext 3, is a pioneering Content Management System (CMS) specifically designed for eCommerce that enables businesses to deliver seamless, personalized digital experiences at scale.
Challenge
CoreMedia faced a host of challenges that are common for enterprise businesses that have a tech legacy that spans 20+ years. Their existing CPQ tool was over-customized and had too many hardcoded configurations, making it inflexible and poorly aligned with the business’s needs.
This in turn led to low user adoption and frequent errors in product configurations. Without properly configured quotes and templates, users had to rely solely on email for communication, further reducing efficiency. Additionally, there was limited visibility into contracts and renewals, making it difficult to manage client relationships effectively.
The lack of integrated reporting tools forced the team to depend on manual Excel spreadsheets, a time-consuming and error-prone process that hindered decision-making and created risks of data inaccuracies. This inefficiency impacted the company’s ability to forecast and manage revenue effectively, highlighting the need for a more tailored, robust solution.
The Cloud Integrate Solution
As a first step, we implemented a fully digitalized product configuration process within Salesforce, featuring automated bundling and quotation to eliminate errors and streamline workflows. We introduced a multi-level approval process to ensure compliance, reducing risks and enhancing accountability.
Users can now generate quotes with a single click using pre-configured templates, and e-signature integration speeds up the approval process. Order forms are automatically generated within Salesforce, further improving efficiency and reducing manual tasks.
Opportunity management, quoting, and contracting have been fully unified within the platform, providing seamless end-to-end visibility and control. To replace the time-consuming and error-prone Excel reporting, real-time reports and dashboards were implemented, offering accurate tracking of key metrics like MRR and ARR, and enabling precise forecasting.
Results
The implementation resulted in full adoption across the organization, delivering a high return on investment by significantly reducing operational costs and optimizing efficiency (-2FTE). The project was completed on schedule, ensuring a seamless transition and uninterrupted business operations.
Additionally, the new standardized processes were successfully rolled out across all markets, including the newly acquired company, fostering operational consistency and alignment. This standardization has positioned the organization for greater scalability and smoother integration in future expansions.
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