Salesforce CPQ config, order management orchestration, and integrations

Salesforce CPQ config, order management orchestration, and integrations

Industry:
Telecom

Technology Used:

  • Salesforce CPQ
  • Lightning Web Components (LWC)
  • REST API
  • Salesforce Built-in Objects and Data Security Mechanisms
  • Salesforce Reporting and Dashboards
  • Scheduled and Batch Jobs
  • Triggers
  • Integration with Apttus/Conga for Contract Management
  • Tableau Reports and Dashboards

Client:

A leading telecommunications service provider requiring a robust solution for streamlined order management

Requirement:

  • 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.

Solution Delivered:

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.

Results:

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.
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