Client Requirements
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To build predicable sales outcome by equipping/enabling slaesperson with coaching advice.
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Order management system.
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Configure - Price - Quote(CPQ)
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Payment systems integration- PayPal
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Legacy System to salesforce migration.
01
Challenges
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Integrating flow with the payment vendor
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Linking different makers with existing platform for integrated solution
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Developing UI to be compatible on desktop browser & also lightening enabled
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Collating various business intelligence data based on the sales manager response
02
Solution
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Leveraged Salesforce & force.com platform & sales cloud module to build product
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Built/Developed schedulable jobs to create analytics & generated various reports for the management
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Leverage & Customized JavaScript Calendar to enable online appointment
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Captures all assests in the local unit & stores in the salesforce platform
03
Benefits
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Easy availability of information related to the assets with in each units.
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Easy way to conduct sales operation to the individual customers.
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Flexibility to collect card/payments during the sale & post sale.
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Enabled management to get good insights into the sales activities & on predictable revenue