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Project Name

Salesforce CPQ Implementation For Streamlining Product Configuration Strategies

Industry
Manufacturing
Technology
Salesforce CPQ, Lightning Web Components, Apex

Overview

Our client is a leading player in the Customer Relationship Management (CRM) industry, specializing in tailored solutions and cutting-edge products. Striving for efficiency and accuracy, they approached us with a challenge in their quoting procedures, currently reliant on error-prone Excel Sheets within the Salesforce platform.

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Challenges

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  • Incorrect selections within product bundles led to frequent revisions, causing time inefficiency and stress.
  • Sales representatives often made errors in selecting dependent items, resulting in incorrect deliveries and customer dissatisfaction.
  • The use of Excel sheets for quote creation, while flexible, introduced errors and lacked uniformity, impacting overall reliability.
  • The challenge extended beyond configuring CPQ in that it required a shift in mindset towards adopting a system-driven quotation process within Salesforce.

Our Solution

We have provided them with a comprehensive solution that includes:

  • We have implemented Salesforce CPQ Lightning Web Component development for a Product Configuration feature. Sales representatives can now view a Configurator Summary during the quote creation, ensuring accurate product selection and eliminating errors.
  • Also, we have Introduced a Guided Selling system in the quote creation process, prompting Sales representatives to provide accurate responses.
  • Based on their inputs, the system recommends the correct product configuration in Salesforce, simplifying the selection process and ensuring error-free quotes.
  • Our team leveraged Price Rules, Product Rules, and Advance Approval Processes to aggregate and consolidate data from multiple sheets within Salesforce CRM Industry Solutions. This ensures a cohesive presentation and minimizes errors in quotations.

Data Flow Diagram

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Conclusion

Through the strategic implementation of the Salesforce CPQ Case study, Lightning Web Components, and Apex Class, we not only addressed the technical challenges but also instigated a mindset shift toward a more efficient and error-free quotation process. The outcome reflects a successful integration of advanced technologies to meet the client’s specific needs, resulting in a more streamlined and reliable quoting system.

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