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We apply multiple integrations like database- Salesforce integration, AWS links between Salesforce and other systems, customer ERP- Salesforce integration via databases and Heroku for supply chain management, and Cross Engage platform- Salesforce integration. Database integration streamlines data flows between systems. Heroku connectors integrate ERP and Salesforce for better force chain control.
We configure Reports & Dashboard for your auto CRM to correctly display all data in charts, graphics, and table representation. You can find report types and clean up data faster reducing processing time.
We develop custom technology that helps to disable email distribution when clients request it. Also, customize the email editing functionality using Lightning Web Components. Our team builds custom interfaces with direct integration to the data bus for seamless connections. We create custom logic to sync prices between Salesforce CPQ and Salesforce B2B/CloudCraze objects so pricing is consistent across platforms.
We implement Visualforce Pages to change and customize the standard ones. It allows you automatically change the HTML layout of adding or removing products. As a result, you have an up-to-date list of goods, and data is dynamically inserted into the template.
Your agents will communicate with your customers on a website in real-time, and add new leads thanks to Live Agent configuration. The Chatbot Solution helps to close the case when the agent is absent - It provides automated responses and assistance to customers, ensuring that their queries or concerns are addressed promptly. As a result-faster resolution of complex problems and reduced wait times improve customer satisfaction.
You have a correct quote with a detailed product description. We create custom CPQ Quote Templates using PDF Butler paid application to change the original view of your quote, enabling you to collect all the necessary data from quotations, ensuring complete and accurate information. This customization improves the overall presentation and efficiency of your quotations, allowing you to offer a professional and tailored experience to your customers.