Success Story

• Established in 2013, the client is a leading supplier of custom parts
• Has a strong distributor network of vetted vendors
• The client helps critical infrastructure teams streamline prototyping and accelerate development cycles
• Has a centralized online infrastructure that makes it incredibly easy for customers to get instant quotes, review manufacturing feedback, and manage orders
• The client aims to transform how teams design, develop, and deliver the next generation of hardware products

• The client contacted Cybage’s team to streamline its workflow for high-touch quotes
• Another vital ask was to build features using the Salesforce integration services to optimize and ease the editing of CPQ Quotes
• The client further wanted to optimize its workflow by enabling the receiving of notifications about all the new/pending work items in the quote
• The client also sought to implement a feature that supports the creation of regionalized quotes by users

In addition to these, the client wanted to engage with Cybage’s team for the following tasks:

• Improvise and optimize the SFDC development and deployment process and multiple shipment modules to increase the usability for sales users
• Audit and clean up of Salesforce environments

• Building on its expertise, Cybage’s team developed a case management feature in Salesforce for the client to streamline the high-touch quote process
• To help the client’s sales and operations team update large quotes with ease, the team also integrated the bulk update feature in Salesforce
• As a result of integrating Slack, the sales and operations teams got instant notifications about pending/ escalated cases. This helped the team with quicker resolutions of the high-touch quotes
• Cybage’s team, with its LWC solutions, also empowered the client to create regional quotes and configure bulk quotes
• The team implemented the Gearset Dev-Ops pipeline to optimize and improve the development and deployment process
• Cybage's team facilitated the client with a new LWC to manage multiple shipments for a quote
• With its detailed analysis of Salesforce, the team also identified and eliminated technical debt items

• The sales and operations team experienced a boost in ease and efficiency while working on high-touch cases
• Enabled generation of region-specific quotes and processing of the most appropriate one
• Improved and optimized UX experience for quote updating in Salesforce
• Delivered an improved, user-friendly experience for managing multiple shipments per quote in Salesforce
• Receiving instant notifications in Slack helped the client with quicker resolution of cases. This resulted in a faster turnaround for the customer quotes
• Engaging in CI/CD using Gearset resulted in a quicker and error-free deployment process