Our client is a full-service wholesale subcontractor specializing in audiovisual (AV) and videoconferencing installation. Over the years, they have evolved into a highly adaptive and competent AV/IT services company, supporting leading national and regional system integrators across the United States.
The client was already using Salesforce for marketing and sales operations but wanted to optimize its functionality. They aimed to automate their email processes, revamp their outdated quote templates, and eliminate manual effort in updating various opportunity fields. Additionally, they needed a centralized system to automatically capture and store customer email responses within Salesforce.
Leveraging our expertise, we transformed the client’s Salesforce environment by automating processes and enhancing system efficiency. We introduced a modernized quote template, automated email processes, and implemented field updates. This not only streamlined operations but also improved customer engagement and business efficiency.
The existing quote templates were outdated and visually unappealing, making them less effective for customer communication.
The client faced difficulties in sending automated emails based on predefined conditions.
Manually updating opportunity fields was time-consuming and prone to errors.
There was no centralized repository for customer email replies, making it difficult to track communication history.
The process of attaching quote PDFs to outgoing emails was manual, reducing operational efficiency.
- 1
Implemented a record-triggered flow to automatically update date fields, eliminating manual entry.
Redesigned the Visualforce page to create modern, dynamic quote templates with real-time data integration.
2- 3
Modified existing Visualforce pages, Apex classes, and flows to resolve technical issues and optimize performance.
Developed custom fields, list views, buttons, and actions for a seamless workflow.
4
- 40% improvement in quote generation efficiency, enabling the team to respond to client requests faster.
- 30% reduction in response time for customer inquiries due to centralized email tracking.
- 100% automation of opportunity field updates, reducing manual effort and human errors.
