Salesforce.com Success Story

The Client:

One of the world's leading industrial specialists serving industries such as machine and plant engineering, mining, the agricultural industry, and the automotive industry.


Key Challenges:

  • Highly customized Quote Management solution resulting in performance degradation and limitations
  • Poorly designed user interface
  • Inability to add more than 50 line items to a Quote
  • Lack of uniform Quote template across different business units

About the Project:

Enhancement and improvement of Quote management functionalities implemented in Salesforce.com Sales Cloud.


Solution:

  • Redesigning the Visualforce pages
  • Replacing custom Apex code with Process builder
  • Creating a custom Visualforce based pdf version of draft Quote
  • Implementation of Quote revision process with sequence numbering based on individual Business units

Business Benefits:

  • Removal of the limitation of 50-line items in a Quote
  • Standardized email and document templates
  • Improved user experience due to personalization features in the UI