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Ritesh Mehta
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A selling solution that automates quoting process within a span of 10 minutes

Published on 7/25/2017
For additional information  Click Here

TatvaSoft is a SalesForce application development company that recently came up with a selling system that automates the quoting process in the least time possible. The client required to provide a unique and value-added solution to their end users as the existing system was pretty complicated and time-consuming. The SalesForce-based application not only simplified the quoting procedure but even offered hassle- free e-commerce solutions to the customers.

Most of the CRM users are salespeople who tend to generate quotes day in day out. And speaking about the Conventional systems, quoting procedures consumed more than an hour of the salesperson’s time. After taking a close look at the client’s requirements, the professionals came up with a user-friendly and easy to navigate application named “CPQ Solutions” that had a potential to prepare a quote in less than 10 minutes. With the help of latest technologies like Microsoft C#, .Net, Silverlight, WCF, Configure Price Quote(CPQ) system was developed with a wide range of features such as:-

  • Create fast and accurate quotes
  • Develop intelligent search, for search tags
  • Cross and up-sell recommendations
  • Accurate forecasting with CRM integration
  • Customization of user interface components
  • Proposal and report generation
  • Visual sales Configuration
  • E-Commerce portal
  • Quick output
  • Establish effective communication channels with secure real-time access to business information

After a few months of hard work and sincere effort, the SalesForce development company succeeded in delivering a system featuring seamless integration with SalesForce CRM. In addition to this, one can customize the system in terms of entities, fields, attributes, forms, channels to keep up with the current business process and the legacy system. Later on, a team of jQuery developers was introduced for the customization of user interface components which means starting from the menus to ribbons, forms, layout, everything can be customized accordingly.

The Configure Price Quote (CPQ) system turned out to be very beneficial for the client as well as their end users as it smoothly facilitated management of the account, opportunities, quotes across discrete systems in real- time without any loss of information. Besides this, the addition of 3D visualization enabled the sales representatives to see what exactly people are purchasing.

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