Salesforce Implementation & Support

Anjali Patiyal
Global hi-tech component manufacturer transforms the lead to quote process using Salesforce CRM

Client
The client is a global technology and manufacturing leader in nearly 150 countries
Industry
Electrical/Electronic Manufacturing

The Client

The client is a global technology and manufacturing leader creating a safer, sustainable, productive, and connected future .With 78,000 employees, including more than 7,000 engineers, working alongside customers in nearly 150 countries, the client ensures that every connection counts.

The Challenge

  • Allow selecting multiple part with custom details while adding line item to Opportunity.
  • Allow approval Process configure based on the Product Line selection in Opportunity.
  • Enable multiple languages for Net promoter Survey based on contact regions.
  • System performance issue due to huge data in the system.
  • Sync Salesforce Part with MFGPRO ERP based on Customer ID.
  • Host the Customer Part Selector in Client’s website.

The Solution

  • Developed Custom Part Management Application to allow add multiple parts to an opportunity and also mass edit an update all the lines at a time.
  • Setup Dynamic approval process to configure the approval process based on Product Line.
  • Developed custom application which stored the Multiple Languages based on the contact regions.
  • Enabled skinny table to refined the search criteria that results increasing the system performance.
  • Created Rest API to sync the Salesforce Parts to MFGPRO based on the Part Number and Customer ID.
  • Developed sites to display the Customer Part Selector based on the multiple part components.

The Benefits

  • Easy and quick updates of line item on the Opportunity.
  • Increase system performance giving flexibility to change the approver on the record level.
  • Customers can suggest the users which language they prefer to receive the NPS Survey.
  • This speed up the system performance while running reports and dashboards.
  • Management are able to get the pricing details from single source.
  • Visitors can check the products components available with the Client and download the product brochures.

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