CRMantra consolidates Intuit’s product and pricing logic into mastered services.

CRMantra Gives Intuit A Single Source for Pricing, Configurations, and Promotions

Intuit Inc. is a leading provider of financial management, tax and online banking solutions for consumers, small and mid-sized businesses, accountants and financial institutions. Intuit is the creator of the widely popular personal finance programs, Quicken and TurboTax as well as the small business accounting program, QuickBooks. In addition, the company produces QuickBooks Point of Sale solution for small retailers, professional tax solutions ProSeries and Lacerte, and the Web-based corporate workgroup productivity solution, QuickBase.

Situation

Intuit had an issue with its pricing logic and data being distributed across many disparate systems. There was a lack of rules enforcement for discount eligibility at the point of sale online. Also, the offer validation process online was clunky, forcing additional clicks and losing productivity time for call center agents.

Intuit engaged CRMantra to create a consistent and accurate pricing and discounting engine across all sales channels as well as to improve the productivity of call center agents.

Solution

CRMantra designed Intuit's solution based on Siebel 8.0 Web Services to centralize pricing, simplify the User Interface (UI), and reduce the number of clicks required by call center agents to validate offers.

The solution includes Web services that can be consumed by multiple systems simultaneously, facilitating the sharing of pricing logic and data company wide while remaining script free. The solution also includes a functionality to automate order validation before orders are submitted via Siebel 7.5 Call Center Marketing.

Results

CRMantra exceeded pricing performance goals by three-fold, centralized the pricing engine with Siebel 8.0 Web Services, simplified the UI, and reduced the number of clicks required for call center agents, thereby boosting productivity.