Accelerating Sales & Quote Processes for a Manufacturing Firm
The Challenge: The client's sales operations were hindered by inefficiencies, including a non-intuitive product selection process, inconsistent product sort order, and an inability to edit long product descriptions. They lacked automated quote generation, tracking for unsigned quotes, and unified reporting across lead sources and opportunities, leading to slow deal velocity and user frustration.
The Solution by Applikon: Applikon implemented a comprehensive Salesforce customization and automation strategy, focusing on usability, automation, and accurate reporting:
- Custom Lightning Web Components (LWCs): Built a custom "Add/Edit Products" component for seamless product management, ensuring consistent sort order and editable product descriptions.
- Opportunity & Quote Automation: Automated email triggers based on deposit checks and dynamically updated Opportunity Products based on "Truck Series" selection, including bundle logic.
- Docomotion Integration: Integrated Docomotion for automated PDF quote generation with correct product order and tracking of "sent but unsigned" statuses.
- Activity & Visibility Enhancements: Fixed standard buttons on the Opportunity Activity tab and ensured single email alerts for Pardot assignments.
- Process Optimization: Conducted a full audit and refactored existing automations (Flows, Process Builders, Workflow Rules) to improve performance and reduce duplication.
- Sales Efficiency: Reduced Opportunity product configuration time by 50%.
- Quote Accuracy: Achieved 100% alignment between selected products and generated PDFs.
- Automation Gains: Fully automated quote and email triggers based on field updates.
- User Experience: Delivered an intuitive UI, faster interactions, and reduced click fatigue.
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