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