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Salesforce Sales Cloud Solution for Wireless Infrastructure Applications

The client received an integrated Salesforce Sales Cloud- Zuora CPQ solution that automates fetching data, eliminates manual calculations, and streamlines the entire workflow. Learn more.

About the client


The client deals in multi-gigabit broadband, Wi-Fi infrastructure, and solutions for business, residential, and defense applications worldwide. They deliver exceptional digital experience by leveraging AI and focusing on the applications.

Industry:
Project:

IT & Networking

Sales Cloud Customization and Development on Top of Zuora CPQ Package

CSL streamlined the quote process with automated calculations and seamless integrations using Salesforce Sales Cloud and Zuora CPQ, delivering an exceptional digital infrastructure experience.

The Challenge

The client used Zuora CPQ Package flow to complete the quote creation with specific products and their charges in Salesforce. This process used to take around a week because the client needed data from different external systems for input.


Also, they were performing manual calculations in a spreadsheet to extract meaningful data that could provide input to the quote creation process.


Thus, the client faced challenges with the following:

  1. Create opportunities and related quotes for the product and its charges. 

  2. Manual calculations to complete the whole quote process.

  3. Designing proper process flow to create opportunity, quote with product and charges in less time.

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Boosting Productivity with Salesforce.

The Solution


Cloud Science Labs team designed a custom lightning process flow that automatically fetches the data through related objects and external systems.

Along with it:

  1. A custom UI with a combination of a standard Zuora creation screen and several custom logic. 

  2. The Zuora Visualforce component, already existing, was used through the Rule engine setting of Zuora Configuration.


Technology Implemented

  1. Salesforce Sales Cloud

  2. Zuora CPQ


Service Delivered


  1. Customization: Automation/Process

  2. Development: Aura Component Framework, Apex Classes, Visulaforce Pages, Workbench

  3. Configuration: Rule Engine (Zuora 360 Package)



Project Benefits


With dedicated efforts and collaboration, the CSL team delivered the project successfully. Following were the key benefits the client received with the service as they can.

1. Execute the complete process of creating quote creation and PDF generation opportunities in a few seconds.

3. Salesforce data is well synchronized after several integrations with external systems and Zuora CPQ.

2. Perform automated calculations on a spreadsheet to provide input data to the Zuora flow for creating quotes. No manual effort is required.

4. The quote renewal process is advanced, benefiting the customers to maintain their subscriptions timely.


Conclusion

Cloud Science Labs takes pride in helping the client with designing process flow and automating calculations for renewed quotes. We address their challenges with the latest technology solutions in Salesforce Sales Cloud.  The CSL team strives to provide transformative solutions to your business challenges.

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