Our customer is a leading provider of IT management software solutions, serving a diverse clientele. The company caters to small and medium-sized businesses, large enterprises, and managed service providers (MSPs). With a comprehensive range of products, they empower organizations to efficiently manage their IT infrastructure.
Business Challenges
The client faced several challenges that hampered the efficiency of their quoting process:
The absence of a seamless quoting process led to frequent errors by employees.
A lack of a well-rounded user interface (UI) resulted in inadequate connectivity between various business users.
The quoting process was spread across multiple CRM systems causing data misinterpretation and generating unreliable statistics.
Workflows were disjointed and not robust enough, lacking reminders and notifications for critical tasks, which led to task abandonment or incomplete processes.
Solution Details
To address these challenges, we conceptualized and developed a streamlined quoting process within a single system using Salesforce Sales Cloud. Key elements of the solution included:
We unified lead conversion, quote generation, and contract creation into a single workflow within Salesforce Sales Cloud.
Intuitive, modern UI/UX interfaces were developed using Lightning Web Components (LWC), designed specifically for different user roles to improve usability and engagement.
LWC-based workflows were implemented to streamline operations, including filtering products based on payment terms and contract duration, assigning tasks to users, and setting up approval rules based on product family ownership.
We integrated Salesforce with DocuSign to generate quote documents and obtain customer signatures, with all documents stored in Salesforce as a single source of truth.
Automated reminders and notifications were implemented to ensure timely task completion and reduce the risk of missed follow-ups.
Value Delivered
Automated follow-up reminders and task automation improved response times and reduced the likelihood of missed opportunities.
Access to accurate, timely data from a single source of truth improved efficiency and ensured compliance with data governance standards.
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