- Case Study
Info - CategorySalesforce
Business Problem
- Creating an integration that would pull data over from their ERP System.
- Customizing the sales process by creating a space for collaboration as well as a standardized process for quoting based on the opportunity type.
- Creating a fully customizable forecasting tool for the client.
Our Solution
- Commercient was able to push the data into custom tables. Also, a custom SQL query was written to pull over complex pricing structures. Levering the CPQ price rules were able to query these custom matrix in order to efficiently quote in Salesforce.
- We were able to leverage Visualforce components, validation rules, and the sales path to create a standardized selling process in the sales cloud.
- We created a customized forecasting tool that allows the client to have insight into: product categories, product families, the products that roll up under each family, and the products that roll up under the categories.
- Implemented Pardot and utilized the marketing automation tool within
Ahmedabad, India
New York, USA 