Salesforce projects
Salesforce B2B Commerce Customization
With Salesforce B2B Digital Experience we have customized the community’s look and feel, layout, and functionality to match the client specific business requirements.
- With Salesforce’s B2B Digital Experience, we created custom user interfaces (UI) without code.
- We have customized experience builder for client to provide seamless user experience and optimized B2B experience on smartphones and tablets.
- Our team has worked on custom page layouts to control the arrangement of components on different pages for the B2B store.
Salesforce B2B custom components
To meet client requirements, we can go for Lightning Components, for more advanced customization options we build custom functionality, and we leverage Lightning Components.
- created custom components using HTML, CSS, and JavaScript to add new features or modify existing ones.
- To perform complex business logic, we created custom events and event handlers to handle user interactions, such as button clicks, and changes in data.
- To display different logos and images on UI custom components are Used with static resources.
Salesforce B2B integration
Salesforce B2B digital experience allows us to integrate with other systems and services. We have integrated data from external sources to provide a unified view of customer information, order history, inventory, and more.
- This helps to enhance the B2B digital experience by tailoring it to individual customers.
- We have used Chargentwhich is a payment adaptor to integrate with CyberSource for payment Processing.
- We have integrated Avalara integrateswith Salesforce B2B to provide accurate sales & use tax calculations and tax filing.
Setup Salesforce CPQ
Setting up Salesforce CPQ (Configure, Price, Quote) involves several key steps to configure and customize the CPQ solution according to client requirements.
- configurations such as currency settings, price books, quote and proposal templates, discount schedules, and more. Customize these settings based on specific business needs.
- We have Set up rules based on factors such as quantity, volume, discounts for customers, promotions, or any other criteria relevant to client pricing strategy.
- Customize the templates with client company branding, logos, terms and conditions, and other relevant details.
Salesforce CPQ Guided Selling
Guided Selling assists in product selection by presenting relevant options and guiding users through the configuration process, With Guided Selling, sales reps can easily and quickly sort through a large product catalogue to find exactly what they are looking for.
- We have created questionnaires or recommendation wizards in Salesforce CPQ to guide sales reps through a series of questions or prompts.
- Based on the responses, the system can make relevant product recommendations and present the most suitable options.
Salesforce CPQ’s Advance Approval
We enforce pricing and discounting guardrails, and Advanced Approvals dramatically reduce the approval time and allow for parallel approvals.
- The approval process typically involves the designated approver reviewing the quote to ensure it aligns with the company’s pricing guidelines, profitability targets, and any contractual obligations. They may verify that the quote adheres to specific business rules or restrictions.
Salesforce CPQ Integration & Implementation
Shortens Sales Cycle
- With a well-crafted CPQ process, organizations can auto-book and auto-validate a segment of incoming quotes to orders, diminishing complete time sales cycle time.
- Quotes’ manual configuration usually leads to problems that may react in revenue loss. Well, it may be challenging to develop optimal quotes when products are complex, and orders are large.
- With flexible consumption models, customers pay only for the features or products they use. So, your business should develop and provide products and services in a standard fashion. Here, a CPQ solution appears as a big saviour, which makes it flexible to set up discounts and margins at varied levels.
Renewals:
Improve revenue tracking and forecasting and reduce revenue leakage with smart renewal management. Never miss a renewal again!
Integration with ERP:
Integrate order and order lines with ERP application (e.g.: NetSuite) for generating Invoices.
