El Espartano is a family business dedicated to the design, manufacture and commercialization of carpets, rugs and synthetic grass.
Name of the Project: Opportunity Management
SOLUtion: SALES CLOUD
Type of project: commercial
To improve the sales process and increase them, it was necessary to update the data model developed by the company. The focus of the work should be on obtaining detailed reports of opportunities for different families and product lines. Keeping track of sales, budgets, products and payment methods was essential for successful business management.
We developed two custom applications:
One that generates PDF documents from opportunities and budgets that allows combining in a single document several options offered by the customer representative. The options consist of different combinations of products, discounts and payment methods.
An automation to keep price lists updated in different currencies.
We met the goal in just two months. With the data model and the standard functionalities of Salesforce, the sales process was simplified, taking a more detailed control of the commercial management, which meant an optimization of the times and greater ease when planning.