Salesforce Sales Cloud Case Studies - Trignon

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Sales Cloud with Custom Sample Request Process
Case Studies
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Project Name Sales Cloud with Custom Sample
Request Process Client Industry Construction
Architect Business Project Commencement Date
March 1, 2017 Project Completion Date May 31,
2017
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Implemented Salesforce Sales Cloud to enable the
Sales team to utilize standard, out-of-box Sales
Cloud to handle multiple quotes to multiple
bidders and to handle sample request process flow.
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THE CHALLENGE
The client was architectural design firm that
sells materials and tiles for commercial
constructions. Their sales process was quite
unique and required custom development for their
Salesforce instance.
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THE SOLUTION

• Configured lead and opportunity management
  process with custom Quote Management to handle
  multiple quotes to multiple bidders.Implemented
  custom objects to handle sample request process
  and workflow. Integrate Salesforce with
  ConstantContact via app and API.
• Custom Quote Management Process Initiate
  quote, approve quote,
• submit quote, and accept quote.
• Custom Sample Request Process Sample request,
  sample items,
• procument notification, sample shipment.
• Campaign Management via Constant Contact app

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THE IMPACT

• 80 increase in productivity of the sales team
• 80 reduction of sample processing time

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