Modernized quotes and centralized email responses in Salesforce

Challenges

- Challenges in manually updating fields on the opportunity.
- Outdated and unattractive quote design that needed modernization.
- Lack of a centralized storage for customer email responses.

Solutions

- Automated the process of generating quotes and designed a quote template.
- Implemented automated field updates triggered by defined actions.
- Automated the capture of email responses into Salesforce.

Results

- Automatic process of updating fields and capturing email responses.
- Attractive quote template design which reflects dynamic values.
- Enhanced customer experience.

Our client is a full-service wholesale subcontract audiovisual and videoconferencing professional installation and commissioning contractor. The organization has grown into the highly adaptive and competent AV/IT services company. It is today supporting many of the top national and regional systems integrators in the United States.

The client was using Salesforce for marketing and sales operations and wanted to get it optimized to get the best out of Salesforce. Their specific objectives included automating the email sending process, revamping the design of the quotation template, and implementing automatic updates for various fields.

We used our expertise and helped our client with their specific requirements. This helped them to get the best out of Salesforce and generate new opportunities for their business.

Key Industry

- IT services and IT consulting

Key Pains

- Challenges in sending an automated email for the defined conditions.
- Required cosmetic changes on the existing visual force page.

Product Mix

- Sales cloud
- Service cloud

The Challenges

The client wanted to modernize the template of quotes sent to the customers as it had a very old design and format.

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They were facing challenges in sending an automated email for the defined conditions.

Challenges faced by the client in manually updating each field and wanted an automation for the same.

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Difficulties in gathering customer replies automatically within the Salesforce system.

The client was unable to automatically attach quote PDF with emails to be sent to the customers.

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The Solutions

  1. We created a record trigger flow to update the date fields automatically.
  2. Created a visualforce page to modernize the quote templates, updated existing visualforce page, apex classes to resolve the issues, and updated existing flows.
  3. Created custom fields, list views, buttons, and actions. Created email templates and email alerts and sent them automatically from the flow.
  4. Designed the quote pdf and fetched values automatically and implemented the formulas for total & grand total as per the category.

The Results

  1. Modernized quote templates: The client now got an attractive and dynamic quote PDF template.
  2. Enhanced convenience: The client is now able to send the quote PDF through email attachment.
  3. Consolidated customer replies: Email replies from customers were automaticaaly stored and consolidated at one place.

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