Project Note
- Industry: Hi-Tech
- Process Area: Sales & Marketing
Scope
- Implementation, Development & Support of Sales & Marking Cloud Applications for their US, Europe & China
Challenges
- Update Distributor discount rates in open opportunities
- Oracle to SFDC integration(Item Insert and update)
- Deep clone opportunity with Quote, Quote Line Item and opportunity products
- Non-Standard Terms – Additional discounts has provided to users
- CPQ – Configure the products with price and generate the quote
- Guided selling – Create a questions to help the sale reps
Topology
- APEX, Visualforce, Triggers, CPQ
Approach to Solution
- Customized trigger on all open opportunities and update formula fields, workflows
- Created a SOA composites to achieve
- Item ( create and update) from oracle to SFDC
- Customized apex class and visualforce page to achieve cloned copy of opportunity with quote, quote line items and opportunity products
- Configured the standard setup and customized apex class and visual force page to add the products in NST
- Configure the products with their features and options
- Discover the price rule to achieve the discounts
- Generate the custom quote template with Line item
- Effectively update interest rates In Opportunity, Quote and Quote line item
- Eliminate the manual process of create / update item in SFDC
- Eliminate the manual process to creating a new opportunity with Quote, Quote Line Item and opportunity product
- Reduce the sales rep work to sell the product
