CLIENT
Challenges
The client is into managed IT services and consulting. It offers various software packages to targeted customers for cultivating, processing, distributing, selling, and transporting rare herbal plant products for medicinal use.
The client had thousands of different software packages as their product. Each has a different set of features, functional applicability area, and pricing. Managing the process right from inquiry to sales without missing any opportunity that too with manual methods was a big challenge.
Looking on to the business size, a team of more than 250 staff members was working. Coordination and ownership within such a big team on a similar process was another big challenge.
Solutions
Overview
Implementation of Salesforce was carried out to simplify all business processes. It helped to generate easy and efficient work distribution among staff, handle all the opportunities at each and every stage, improved business outcomes & reduced time and effort in processes.
Features
- Managing customers
- Data security management using different user profiles and rendering permissions for processes and objects
- Reduced data entry with the use of data flow techniques and automation
- Configuration of products and services using Salesforce CPQ
- Generating quotations and proposals
- Negotiation, and finalization of a deal with approvals, thus generating Order
- Order execution with Invoicing and its automation
- Managing Payments and Refunds using Salesforce Billing
- Process automation with process builders, workflows, and flows
- History tracking on various parameters
- Integration with Slack for Notification of important events
- Integration with Hubspot for Leads
- Integration of secured payment gateway
- Various Reports, Dashboards, and Ledger to accommodate the analytical requirements and revenue recognition
Benefits
- 360 degree business managed
- All scattered processes are streamlined using CPQ and Billing
- History tracking helped in audit and improvement
- Sales with Accounting all under one roof
Tech Stack
- Salesforce Revenue Cloud
- Salesforce CPQ
- Salesforce Billing
- Precursive
- Conga
- Truly
About Emorphis
Emorphis Technologies partners with organizations to build software and technology solutions that support innovation and sustainable growth. Our expertise includes Salesforce, enterprise software development, software product engineering, AI, cloud, and DevOps, helping businesses create stronger digital capabilities.
As an enterprise software development company, we build applications that support complex workflows and evolving business requirements. Through AI software development, we help organizations add intelligent automation, AI-powered features, and modern capabilities to their digital products and enterprise systems.
We help businesses progress through digital transformation by combining application modernization, Salesforce expertise, software product development, AI adoption, and cloud technologies. Our focus is on building adaptable solutions that can support both present requirements and future business opportunities.
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