Discover how TrueSolv optimized the quoting process by implementing Salesforce Lightning components and custom Apex logic, reducing errors, improving pricing consistency, and enabling faster deal closures for the client’s sales team.
Salesforce Sales Cloud, CPQ
Technology
USA
Challenge
Our client’s sales team struggled with complex product configurations, inconsistent pricing, and time-consuming quoting processes, leading to errors and delayed responses. This inefficiency impacted both customer satisfaction and sales effectiveness, highlighting the need for a streamlined solution.
Solution
We implemented Salesforce Lightning components for a user-friendly interface to manage Accounts, Opportunities, Quotes, and Quote Line Items. Leveraging Apex controllers for backend processing, we enhanced CPQ (Configure, Price, Quote) functionalities with:
Results
The streamlined quoting process reduced time-to-quote, improved accuracy, and enhanced the user experience, leading to faster deal closures and higher sales efficiency. This solution provided a scalable foundation, boosting productivity and customer satisfaction while supporting the client’s growth.
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