Centralizing Sales & Contract Lifecycle for an Energy Company

The Challenge: The client needed a centralized, automated, and secure Salesforce-based sales and contract lifecycle platform. They struggled with managing complex sales documents via Adobe Sign, lacked streamlined product selection, and faced difficulties with PO file parsing and dynamic quote line generation. Missing contract management visibility and manual document handling were also key issues.

The Solution by Applikon: Applikon implemented a robust Salesforce customization and automation framework tailored to their operational needs:

• Core Foundation Setup: Configured Salesforce Sales Cloud for secure, scalable use, defining record types, page layouts, and access controls.
• Custom Development: Developed custom Lightning Web Components for enhanced "Add Products" search, PO file upload/auto line item parsing, and Work Order signature handling.
• Contract & Document Management: Implemented Adobe Sign Templates for Work Orders, Terms & Conditions, and General Contracts, automating signer fields.
• Integration & Automation: Integrated SharePoint for storing signed Adobe documents and implemented Flow-based automation to parse uploaded PO files and create Quote Lines.
• Sales Process Enhancements: Defined an end-to-end sales process within Salesforce, enabling contract uploads for Adobe signature and creating alert flows for contract expirations. 

The Impact:

• Faster Sales Cycles: Automated document generation, PO parsing, and contract handling significantly reduced manual workload.
• Improved Compliance & Security: Adobe Sign and SharePoint integration ensured audit-ready, compliant document storage.
• Enhanced User Experience: Custom LWC interfaces simplified Quote and Work Order management for internal teams.
• Better Reporting & Insights: Custom AFE Code object and reporting provided clear insight into financial and operational data.
• Streamlined Product Management: Easier product addition and filtering saved hours in sales execution.