Client Overview
Simplified Client Profile
The client is a major Indian printing management company providing a wide range of services in the printing field. Its different portfolios encompass high-end quality business and commercial printing, digital printing, publications, and catalogs, labels, silkscreen printing, graphic design, direct mail, product fulfillment, and inventory management. Backed with vast experience in this domain, they strive for excellence in the delivery of print products at high-quality standards and continuity of service within the diversities present in printing. Their capabilities include commercial printing-variable data printing, labels, signage, and publications.
Industry
Printing Management
Solution
LWC for Quote Management
Location
India
Business Challenges
Succeeded Against Odds
Redesign & Integration of Custom Object
Redesigning standard objects in the Salesforce Sales Cloud platform, such as leads, quotes, and products, and converting them into custom objects.
LWC Development for Quote Management
Developing a new Lightning Web Component for quote revision and creation catering to multiple project categories.
Dynamic PDF Customization for Quote Formats
This involves the customization of quote PDF formats for different subsidiaries that have dynamic data requirements and hence require dealing with different structures of data.
Optimization of Salesforce License Costs
Migrating from standard Salesforce licenses to platform licenses.
Business Solutions
Unleashing Empowerment
Redesigning Custom Object
Customized standard leads, quotes, and product objects in Salesforce into custom objects to reduce licensing costs.
LWC Development
Developed a new quote revision and creation LWC for enhanced user experience and adaptability of the quotes created across multiple project categories.
Drag-and-Drop Sorting for Quote Line Items
Employed LWC components that leverage the drag-and-drop sorting of quote line items in PDFs for easier quote management.
Salesforce License Optimization
Moved from standard licenses to Salesforce platform licenses, bringing down the cost significantly for the sales team.
Highlights
Spotlight on Excellence
- Automation of customer lead conversion into new accounts, contacts, and opportunities.
- Custom quote PDF formats for each subsidiary with diversified dynamic data sets to maintain customized professional quotes.
- Simplified product management for the large product portfolio within the company and increased productivity in price management, including workflow optimization regarding cataloging, pricing, and product maintenance.
- Dynamic new custom features introduced in Sales Cloud for enhanced customer relationship management.
Technology Stack
Infinite Ideas, One Stack
Frameworks & Tools
Integrations
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