Boosted personalized customer engagement and Decreased workload for open-source content management system

CLIENT
CLIENT is an open-source content management system, based in Basel, Switzerland.

SOLUTION
Pricebook, Custom Object

CHALLENGE

SOLUTION

RESULTS

CHALLENGE

Our client - as an active Salesforce Sales Cloud user - is required sales automation solutions using APEX. The key challenge was about complex business logic: when a customer makes a decision to use their system and purchases a subscription for several years, the client will create phases for several years. Also, the company generates a lot of financial statements. According to the business logic and the client's requirements, the Vimera team provided Sales Cloud customization.

SOLUTION

To store all customers' specific information a custom object such as database tables has been configured and automated.

Price book - a list of products, the prospects want to buy with various prices based on each opportunity – is automatically filled in the contract to facilitate sales managers' workload.

RESULTS

Boosted personalized customer engagement
The client has improved customer experience with price book tool automation.

Decreased workload
Sales managers have accelerated their working duties with the help of automation.

Analytical part improvement
All information has been put in customized database tables which have improved analytics in the company.