Sales Cloud, Technology, Salesforce

World’s most intelligent entrance and access control solutions provider boosts sales efficiency and technology adoption through Salesforce CPQ automation

World’s most intelligent entrance and access control solutions provider boosts sales efficiency and technology adoption through Salesforce CPQ automation

About the client

The client is among the world leaders in intelligent entrance and access control solutions. They are experts in optical turnstiles, tailgate detection, perimeter intrusion monitoring systems, speed gates, access control, turnstiles for security, and card readers.

Solution

  • We provided an innovative solution to ensure quote totals auto-populate from quote line items.
  • Our team ensured standard CPQ-managed package fields were updated using price rules.
  • We provided hands-on training and a product setup guide to help clients manage new product bundle additions, product rules, and price rules.
  • We used Apex code to map traditional functionalities with new product features.

Benefits

  • User-friendly features boosted adoption, allowing the team to handle 23% more quotes.
  • The scalable and customizable solution improved overall efficiency.

Technology

Salesforce: Sales Cloud, CPQ

Technologies: Apex, JavaScript, Lightning Web Components, Docusign

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