PROJECT OVERVIEW
The client was using Salesforce to manage its various products. They had launched a new range of products. The task here was to implement the complete business process of the client in its existing Salesforce for the new products launched.
ABOUT THE CLIENT
Challenges
- A solution provider for call centers which includes CRM integration, analytics, knowledge management, and quality management for customers.
- They also provide consulting and leadership training to people of call center background.
- To add objects, fields, etc in Salesforce based on the business requirements of the client.
- Customized screen to place orders with capabilities to provide dynamic discounts to its customers.
- Saving the orders, calculating profits, and escalating them for approval with senior officials.
OUR SOLUTION
- Created new objects and fields to store the product details and their profit margins, discounts available, categories, etc.
- Created lightning components to take orders and provide discounts on the screen to display profit dynamically.
- Saved the orders that were taken and sent an email to senior officials for approval.
- Report to see profits earned on various products and a particular time period and display it in a bar graph format.
BUSINESS BENEFITS
- The client was able to extend its Salesforce implementation for a new range of products and could see the profit margin on each product as the discount percent was updated on a real-time basis.
- The approval process implemented was used to verify whether the discounts provided on a particular order are legitimate or not by the senior officials.
- Reports were used to check sales of each product and helped the client to analyze the new products launched.
About Emorphis
Emorphis Technologies works with organizations to turn technology requirements into reliable software products and digital platforms. Our capabilities span Salesforce, enterprise software, software product engineering, AI, cloud computing, and DevOps.
As an enterprise software development company, we build flexible applications that can support complex processes and future business expansion. Our AI software development services help organizations integrate intelligent capabilities, automate repetitive workflows, and create modern AI-enabled applications.
Our digital transformation approach helps businesses modernize their technology landscape while maintaining focus on business priorities. From Salesforce consulting and product development to AI integration and cloud modernization, we help organizations create technology environments that are more connected and adaptable.
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