ITechWize | IT Consulting, ERP & CRM Services

Salesforce CPQ Configuration, Order Management Orchestration, and Integrations

Cart Configuration:User-friendly interface for building and managing product and service selections within a shopping cart.
Quote and Contract Generation:Efficient generation of accurate quotes and contract documents.
Automated Order Creation:Streamlined order creation based on cart selections.
Order Orchestration:Automated background processes managing service and subscription activation.
System Integrations:Seamless integration with billing and provisioning systems.

TechWize implemented a comprehensive solution leveraging Salesforce CPQ and advanced technologies

Lightning App and LWC Components:Developed a user-friendly Lightning App with LWC components for intuitive cart management, including adding, editing, and removing items.

Quote and Contract Automation:Streamlined quote and contract generation processes, integrating DocuSign for secure electronic signing.

Approval Workflows:Implemented approval workflows for high-value orders with large product bundles.

Automatic Order Creation:Automated order creation with accurate line items based on cart selections.

Order Orchestration:Developed background processes to manage service and subscription activation based on order details.

REST API Integrations:Implemented REST API integrations and callouts for seamless communication with billing and provisioning systems.

Reporting and Dashboards:Developed comprehensive reporting and analytical dashboards for insightful data visualization.

The client was able to get the following results –

The implemented solution delivered significant improvements in order management efficiency

Enhanced User Experience:Intuitive cart management and automated workflows streamlined the order creation process.
Reduced Errors:Automated processes minimized manual intervention and potential errors.
Faster Order Processing:Streamlined order creation and orchestration significantly reduced processing times.
Improved Visibility:Real-time reporting and dashboards provided comprehensive insights into order status and performance metrics.