Salesforce Built-in Objects and Data Security Mechanisms
Salesforce Reporting and Dashboards
Scheduled and Batch Jobs
Triggers
Integration with Apttus/Conga for Contract Management
Client:
A leading telecommunications service provider requiring a robust solution to manage product configurations, pricing, and complex bundling for their sales team and customers.
Requirement:
The client needed a comprehensive system to
Product Configuration:Manage a comprehensive product catalog with variations, configurations, and process workflows.
Pricing and Discounts:Implement a dynamic pricing structure with customizable discounts based on corporate agreements, bundled packages, and government schemes.
Quote Generation:Facilitate efficient quote creation based on product selections and applied discounts.
Approval Processes:Define clear and streamlined approval workflows with designated approvers.
CRM Integration:Integrate CPQ functionality seamlessly with the existing Salesforce CRM system.
User Access Control:Implement robust security measures to restrict data access based on user roles and permissions.
Enhanced User Interface:Improve data input and cart customization through screen enhancements and automation.
Solution Delivered:
TechWize delivered a tailored CPQ solution leveraging Salesforce CPQ and Vlocity
Product Catalog:Established a comprehensive product catalog encompassing product variations, configurations, and process workflows.
Pricing and Discounts:Implemented a flexible pricing structure with customizable discounts based on various criteria.
Quote Generation:Enabled efficient quote creation with accurate pricing and discount application.
Approval Workflows:Defined and configured approval processes with designated approvers for streamlined quote approval.
CRM-CPQ Integration:Seamlessly integrated CPQ functionality with the existing Salesforce CRM system for unified data management.
Security Configuration:Implemented granular access control through Salesforce's security mechanisms, ensuring data visibility based on user roles and permissions.
UI Enhancements:Optimized data input screens and automated cart customization functionalities for improved user experience and efficiency.
Results:
The client was able to get the following results –
The implemented CPQ solution provided significant benefits
Streamlined Sales Process:Simplified product configuration, pricing, and quote generation, leading to faster sales cycles.
Improved Accuracy:Reduced errors and inconsistencies through automated calculations and discount applications.
Enhanced User Experience:Streamlined data input, automated cart customization, and clear approval processes contributed to a more user-friendly experience for sales teams and customers.
Increased Efficiency:Automation and streamlined workflows significantly improved quote generation and approval times.
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info@techwize.com
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TechWize
