Problems
Maybern faced growing pains in its deal visibility process. With complex pricing models, long sales cycles with multiple negotiations, and disjointed rep proposals, sales leadership lacked clarity into what proposals were live in the market at any moment.
Beyond pipeline hygiene, governance was lacking. From finance to legal, discounting thresholds weren’t enforceable, product packaging rules were bypassed, and critical internal stakeholders were left guessing when quotes were created or approved.
“I had no confidence in the opportunity amounts in Salesforce. Reps weren’t keeping it updated as they had ongoing negotiations, so I was manually reconciling data from our rep slide decks back to the opportunities in Salesforce. That swivel-chair process was painful, and I had little to no confidence in the real value of our pipeline at the proposal stage.”
Solutions
Maybern deployed Veles as its modern pricing and quoting platform, integrating it directly with Salesforce to enforce pricing governance, automate quote creation, and eliminate data discrepancies.
Maybern also rolled out the Veles Slack integration, enabling real-time triage channels and deal-specific rooms that kept finance, deal desk, and sales ops up to speed without needing to log into additional tools.
Veles also empowered Maybern to handle nuanced pricing structures: delayed ARR billing, tiered pricing by fund size, and product bundling constraints. Veles’ visual quote editor and forthcoming Statement of Work generator made legal review and buyer communication faster and more polished.
“Your Salesforce integration is a game-changer. Once reps hit ‘Publish,’ it pushes all product line items directly into Salesforce with the right SKUs, pricing, and terms. No more swivel chairs. No more guesswork.”
Outcomes
Governance at Scale: Maybern enforces discount thresholds and product packaging rules without slowing reps down.
Data Confidence: Quotes sync cleanly into Salesforce, eliminating the need for post-hoc reconciliation and ensuring forecasts match reality.
Workflow Visibility: Real-time Slack updates and deal rooms ensure cross-functional teams stay in sync without emails or meetings.
Time Saved: Sales leadership can tag high-probability deals for the quarter and see live client quoted revenue totals with a single click.
“We now have quote governance that doesn’t slow us down. It accelerates us. Our teams show prospects pricing live in the Veles web app. By doing this it comes across formal, professional and governed. Our clients are some of the largest financial firms in the world, so this level of control builds trust and confidence in how we price.”