Building the Future of Sales: Salesforce Automation for a Leading Glass Manufacturer
Quick Glimpse
A leading glass manufacturer streamlined its Lead-to-Cash cycle by implementing Salesforce Sales Cloud and CPQ, integrating with KBMax for product configuration and Shopify for e-commerce. This automated sales and project management processes, from lead capture to payment closure.
Business Impact
- 15% ↑ in productivity and 2X faster sales cycles through automation
- Streamlined project management with customer-wise tracking
- Seamless integration with KBMax and Shopify
- Enhanced reporting and analytics for informed decision-making
Tech Stack
- Salesforce Sales Cloud
- KBMax
- CQP
- Shopify
Project Highlights
- Automated Lead-to-Cash cycle
- KBMax integration for product configuration
- Shopify integration for online order placement
- Custom Quote and Order Management
- Project management and Customer Tracking
Industry
Manufacturing
Challenge
The client faced challenges with manual sales processes, inefficient project management, and the need for seamless integration across multiple systems like KBMax and Shopify. They needed a solution to centralize customer data, automate workflows, and ensure smooth transitions from sales to payment and project execution.
How we helped
We implemented Salesforce Sales Cloud with CPQ to automate the Lead-to-Cash cycle, integrating with KBMax for product configuration and Shopify for online order management. Custom workflows for quotes and orders were built, and project management functionalities were added for customer-wise tracking and payment-based project closure.
