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 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.
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.