Jaya Rawat

CPQ Implementation for Digital.AI

Implemented CPQ from scratch to streamline quoting, approval, and order generation. Led as BA while also serving as Scrum Master and QA.

Collaborated with cross-functional teams to gather requirements and consolidate product offerings and pricing strategies from 5 distinct companies into one cohesive CPQ platform.

Conducted analysis on Products to devise customized solutions for unconventional pricing methods like pre-approved volume. Implemented strategies utilizing Attributes, Features, and Product filters to streamline product selection processes.

Developed a customized solution to accurately identify the Purchase Type for each quote line according to business logic.

Developed a customized tool to create Payment Schedules, accurately determining payment amounts and due dates by considering invoice frequency, term, and product type.

Implemented Dynamic Advanced and Standard Approvals for quote owner's designation.

Led daily scrums and coordinated weekly sprint planning sessions.

Executed client demonstrations, capturing their input classified into bugs and new requirements.

Facilitated UAT sessions to identify and document client-reported issues.

Assisted with the Legacy Data clean up and migration process.

Created effective test cases and produced a user-friendly CPQ user manual.

Sales Cloud Implementation for Agiloft

Implemented Sales Cloud integration with various tools including HubSpot, ZoomInfo, Outlook, and client's ERP system.

Conducted research, defined requirements, and performed rigorous testing on Salesforce system for Enterprise Territory Management.

Aided in requirement analysis by attending meetings and crafting comprehensive User stories that facilitated smooth understanding of project requirements for the development team.

Executed the configuration of user level permissions and verified through extensive testing.

Contributed to the creation of Test Cases and collaborated in UAT calls with client.

CPQ Implementation for MindTickle

Collaborated with team members to optimize strategies for Product bundling, ramp periods, and Pricing.

Translated requirements into user stories to collaborate with the development team.

Implemented unique scripting to accurately bill partial periods in the first invoice, deviating from Salesforce CPQ's default billing method.

Enhanced efficiency by establishing Advanced Approval framework, facilitating parallel and multi-level approvals specific to different products and quote types.

Implemented 7 order form templates with dynamic logic to streamline selection process based on quote and product combinations

Integrated system with DocuSign to automatically generate orders upon client acceptance and signature.

Developed Test cases and a comprehensive CPQ training manual for the client.

Meticulously assisted the client team in resolving issues encountered during UAT calls through effective communication.

Sales Cloud Health check and optimization for Energous Corporation

Conducted thorough analysis of client's system by accessing their Production org and running end-to-end flows.

Identified opportunities to enhance functionalities and optimize system performance during the Health Check assessment.

Resolved issues with the Web to Lead feature on their website

Assisted in the setup of Single sign on using Okta

Developed a comprehensive Sales Cloud Training Manual and accompanying Cheat Sheet

Provided comprehensive training for client team on Sales Cloud features and utilization, including integration with Outlook

Salesforce AppExchange App Development

- Played a key role in collecting requirements and validating the quality of applications developed to meet common demands from CPQ customers.

Invoice Scheduler App helps create Payment schedules based on the Products and Invoice Frequency. This also allowed for calculating the amount payable for partial either in the first payment or the last payment. I worked on all the calculations and the user stories for this App.

Smart Revenue App helps users deep dive into the revenue to break down data by product or specific period to see and report on trends. This also identifies the Purchase Type for each line. I performed QA work on this to check the calculations were accurate and the UI was user friendly.

Salesforce Revenue Cloud and Manufacturing Cloud POCs

Oversaw initiatives investigating characteristics of CPQ+ and Manufacturing Cloud through analysis of popular use cases.

CPQ and Billing Implementations (Internal Projects)

Lead BA on CPQ and Billing projects to build for the most common CPQ and Billing use cases for the new joiners. This included automated payment link generation to allocation, managed lead lifecycle, multi-currency price books, quote management, and billing with Avalara and Stripe integrations.

Created colorful fashion accessories for girls. Managed all aspects of the business, receiving positive reviews from major publications. Oversaw 300+ SKUs, established an international supply chain, trained 40+ women, and expanded sales through e-commerce, pop-up shops, and boutiques in India and the USA. Ensured compliance with US Child Safety Standards and participated in major trade shows. Managed social media and media coverage.