30 Jul Cloud Communications
A manufacturing client needed to capture their full sales and fulfillment process within Salesforce, including:
- Quote updates and verification.
- Freight cost estimation.
- Pricing and purchase order processing for vendors.
Fast Slow Motion created a solution that solved these issues by:
- Creating a cohesive process using Sales Cloud Opportunities, Opportunity products, Custom Objects, and Quotes.
- Utilizing Products and custom Specification objects to pass data from the Opportunity to purchasing.
- Implementing custom-designed components that allow management of multiple quotes and responses.
Fast Slow Motion created a comprehensive solution within Salesforce, enabling the client to:
- Gain visibility into their entire process, from sales to service.
- Utilize list views and tasks to move items through their process.
- Gather all data into a single source of truth.