Challenge

Our client is based out in the US who is an emerging provider of Sales configuration solutions that are tightly integrated with CRM, ERP, SAP, and other e-commerce systems. This robust integration of databases ensures the emergence of a fully automated Solution Quote-to-Order. However, the normal quote and order process is very time-consuming and complicated, consuming more than an hour of the salesperson's time. Thus, there was a need to create a selling solution that can automate the quoting process which takes less than 10 minutes to prepare a quote.

TatvaSoft recommended an enterprise solution that integrates Salesforce, Dynamics CRM, and simplified the quoting and price agreement process. The solution delivered a wide range of objectives and some of the prime considerations of our CPQ solution are listed below

  • To integrate CPQ (Configure Price Quote) with the Salesforce and Dynamics CRM
  • To develop an intelligent search solution, and search tags
  • Establish effective communication channels with secure real-time access to business information without time or space confines

Expertise

  • expertise-tools

    Tools & Technology

    Microsoft .NET • MVC • C# • WCF • Silverlight • Salesforce • Dyamics • CRM • Entity Framework • Microsoft RDLC reports • JSON • jQuery • XSLT • AppFabric Caching services • Microsoft SQL Server • Windows Server

Solution

The tech analysts in TatvaSoft understood the client’s requirements and examined the challenges they face and drew an outline of progression with the application development. We developed a CPQ (Configure Price Quote) System with seamless integration with Salesforce CRM. The CPQ system has the following features that are useful and effective.

  • Creation of fast and accurate quotes and price agreements:

    CPQ automates the quoting and price agreement process & delivers the quotes and price agreements to the customers within 10 minutes of getting the request
  • Cross and up-sell Recommendations:

    Provides the flexibility to make recommendations like "recommend other product for consideration", or "recommend entire configurations" throughout the quoting process
  • Accurate forecasting with CRM integration:

    Customizing Salesforce CRM in order to support the price rule engine. Customization includes the Entities, fields, attributes, forms, charts, etc. to meet with the business process and the legacy system.
  • Customization of User Interface components:

    It includes customizing the menus, ribbons, forms layout, dashboard, etc.
  • Indirect access to your CRM system:

    Our developed application had access to CRM from the CPQ system using the same login credentials gives you the same feeling and impression of working on your CRM system. Organization workflow configuration, dialogs, and facility of managing custom work orders.
  • Proposal and Report generation:

    Customers can customize the reports by attaching the company logo and other details. They can also include any customized terms and conditions in these reports.
  • Visual Sales Configurator:

    CPQ with 3D visualization is added to enable the sales representative, partners, or customers to see what exactly they are purchasing.
  • eCommerce Portal:

    Leverages extensive API that exchanges data between CRM and Ecommerce Portal. It facilitates the management of accounts, opportunities, and quotes across discrete systems in real-time without loss of information.
  • Quick Output:

    All products and pricing are packaged correctly with discounting capabilities and a consistent branded Quote output.

Result

Our successful collaboration with US-based clients delivered profitable business benefits to our clients. TatvaSoft’s CPQ Solution has surged the revenue to a greater extent delivering successful benefits such as

  • Improved and simplified process of quoting in terms of effort
  • Enabled the client to sell this solution either stand-alone or integrated with Salesforce CRM.
  • CRM integrated CPQ solution helped to eliminate inefficiencies in the sales process to reduce quote turnaround, shrink sales cycle, increase the deal size by bringing all departments together.
  • Automate, the error-free and fast business process resulted in a strong strategic partnership and turned novice sales representatives into Sales leaders.
  • Cutting edge technology enabled minimum errors and maximum benefits.

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