Sales Cloud with Custom Sample Request Process

Project Name: Sales Cloud with Custom Sample Request Process
Client Industry: Construction & Architect Business
Project Commencement Date: March 1, 2017
Project Completion Date: May 31, 2017

Implemented Salesforce Sales Cloud to enable the Sales team to utilize standard, out-of-box Sales Cloud to handle multiple quotes to multiple bidders and to handle sample request process flow.

THE CHALLENGE

The client was architectural design firm that sells materials and tiles for commercial constructions. Their sales process was quite unique and required custom development for their Salesforce instance.

THE SOLUTION

Configured lead and opportunity management process with custom Quote Management to handle multiple quotes to multiple bidders.Implemented custom objects to handle sample request process and workflow. Integrate Salesforce with ConstantContact via app and API.

  • Custom Quote Management Process – Initiate quote, approve quote, submit quote, and accept quote.
  • Custom Sample Request Process – Sample request, sample items, procument notification, sample shipment.
  • Campaign Management via Constant Contact app
  • THE IMPACT

  • 80% increase in productivity of the sales team
  • 80% reduction of sample processing time