ABOUT THE PROJECT
The purpose of the project
Our client is constantly growing a portfolio of services, as well as digitalizing more and more areas of their business. Therefore, their rapid development brought a need of expanding their sales system with new products and adjusting existing solutions to new, upcoming premium products.
As already mentioned, the energy industry is one of the kind. Thus, the entire project turned out to be exceptionally demanding. This is why we started the work from a very in-depth customer analysis. We met with the client to talk about their needs and requirements to make sure we know where the problem really was. We decided that the basic features of Salesforce are not enough to satisfy the needs of the client. Even if they’re really advanced, it was necessary to expand the platform and its native features with the CPQ Bit2win application.
On the other hand, native Salesforce features were necessary to streamline many processes, build relations, improve customer service, and increase sales and revenue. We implemented Bit2win (CPQ – price and quote) app which made it possible to configure products and services (both existing and to-come), and their prices. CPQ aggregates large amounts of data which makes managing sales processes much easier. The full integration of Salesforce enabled us to maximally use the potential of flows. We managed to configure products formerly stored as attachments, and we also implemented MuleSoft integration. This made access to data, processes, and services much easier and seamless, no matter where the client currently is. At any stage of the project, we consulted the client and responded agile to their business needs.