“The partnership of Iron Mountain and ITEquality has been fantastic. Our leadership team was new to CPQ Billing in Salesforces. Ashley’s team has done an incredible job getting our team up to speed and has provided expertise in many of the CPQ areas. They were able to provide guidance in a number of areas and help us understand where we could better leverage out of the box features.”
Jarrett Garcia – Director of Enterprise Platform Architecture at Iron Mountain
About Iron Mountain
Iron Mountain Incorporated (NYSE: IRM) is a global business dedicated to storing, protecting and managing, information and assets.
Iron Mountain’s Challenge
As is common with very large companies, responsibilities shifted so Jarrett now managed Salesforce in addition to other responsibilities. He needed a partner with deep expertise in Revenue Cloud, who could help him with researching highly technical questions and providing an expert opinion on ways to improve the platform.
The Solution – Addressing unique needs with creative solutions
- A custom Action, Links to a visualforce page, which connects to a set of custom fields.
- Since Consumption Schedules are being leveraged, and there is already a custom solution in place, we documented how they got here:
- High level Overview
- Advanced Approvals
- Bundles
- Amendments
The Results
- We answered the tricky questions so the in house team had more time to tackle other things.
- With easy to follow documentation, the onboarding process was streamlined.
- Multi-Language Native Templates, with clicks not code.
