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Advice Revolution is a financial planner, who provides financial advisory based on client's detail. Website is created in WordPress which uses salesforce to store their data and to manage generation of documents and agreements for clients. Our Role: Our role was Salesforce consultant, Solution architect, Developer, Conga Composer consultant and DevOps developer (WordPress) Team Size: [...]
The USA based customer uses Salesforce Sales Cloud for managing new Leads, Accounts, Contacts, and Opportunities as a CRM solution. We have successfully implemented Salesforce CPQ as a complete quote to cash solution. Challenges The client used Salesforce only till managing opportunities and after that the product configurations […]
The Client is a major player in the Machines & Spare Parts Manufacturing Sector having its operations spread all over the world. Client uses Salesforce Sales Cloud for managing new Leads, Accounts, Contacts and Opportunities as a CRM solution and is now using Salesforce CPQ as managing product price, quantity, apply discount for customer and [...]