Riskalyze Moves to Salesforce Billing & CPQ and Sets Team Up for Success with Neocol
Riskalyze is a fintech company that provides SaaS solutions to financial advisors. It is revolutionizing the advisory sector with its technology that provides a numerical assessment of a customer’s risk tolerance, which advisors can use to acquire new customers, meet and document requirements, and qualify clients.
Key Results
✔️Migrated in days, not weeks
✔️Project CSAT Score: 4.9/5
✔️Neocol onboarded and trained Riskalyze teams to succeed
✔️ 98%+ accuracy in Zuora to Salesforce Billing & CPQ data migration
Salesforce Solutions Implemented
- Salesforce CPQ
- Salesforce Billing
Course-Correcting a Failed Implementation
Riskalyze was reeling from the issues caused by their previous implementation partner. As a result, they were behind schedule and needed a partner to lead their Zuora to Salesforce Billing & CPQ data migration.
Furthermore, they sought a partner who could standardize business processes to streamline operations and address the data issues caused by their Zuora system. Lastly, they wanted to implement Stripe as their payment gateway for customer payments.
Salvaging Technical Debt
Despite the challenges, Riskalyze faced in their earlier engagement, Neocol, a Salesforce Summit partner who specializes in helping B2B businesses optimize their subscription management and billing processes, was able to finalize the migration with a 98% plus accuracy.
Training Teams for CPQ Success
We helped the Riskalyze team, who had no prior Salesforce CPQ or Billing experience, familiarize themselves with the new system and learn how to use it like pros to ensure productivity and long-term adoption.
Moreover, we delivered more features than their previous solution, giving them a more robust business system for fast-moving customer needs.
“Having worked with many Salesforce implementation partners before, I can say without a doubt Neocol is the best out there.” – Ethan Pope, VP of Revenue Operations
Improving Processes and Streamlining Business
As a part of the Zuora to Salesforce Billing and CPQ migration, we analyzed and updated Riskalyze’s system to remove SOQL (Salesforce Object Query Language) errors and improve their process flows. Additionally, we removed redundant and unnecessary background processes that were causing processing slowdowns.
Most importantly, we created a standard process to migrate Zuora data into Salesforce in days, not weeks, getting the Riskalyze team trained and ready to deliver the stellar experiences their customers have come to expect.
Ready to migrate off Zuora to Salesforce Billing and CPQ?
Get in touch with a Neocol data migration expert.
Proactively Prevent Churn 
Prevent customers from canceling or decreasing their subscriptions and related services.
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Position products as the main drivers of customer acquisition, activation, satisfaction, retention, and scalable expansion.
Quote w/ Speed, Accuracy,
& Control
Scale your business with essential controls, accuracy, and flexibility that drive top-line revenue.
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Management
Unleash your partner network to
enable growth and provide world-
class service to your customers.
Best-In-Class CX Customer
Experience
Deliver personalized experiences to customers through innovative marketing, sales, service, and engagement strategies.
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Drive efficiency, reduce costs, and make it easier for your customers to do business with you at any point of their journey.
Automate Revenue
Recognition
Eliminate manual worksheet-driven processes by creating a fully automated, common source of truth.
Harvest Game-Changing
Intelligence & Data
Leverage data and AI across your business to optimize your operating model, supercharge performance, and make informed decisions.
Streamline Billing
& Collections
Automate invoice generation and contract updates to drive efficiencies.
Drive profitable top-line growth selling through your partners
Meet your customers where they want to be met
Simplify the complexity and strain around evolving revenue recognition mandates
Delight your customers by enabling a simple, easy-to-use payments page
