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Salesforce Implementation with Quoting Module Challenge Solution Benefits ? Company acts like a trader between the contrac...
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Core Systems Hawaii - Salesforce Implementation - Success Story

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Core Systems Hawaii - Salesforce Implementation - Success Story

  1. 1. Salesforce Implementation with Quoting Module Challenge Solution Benefits ? Company acts like a trader between the contractors and vendors, wanted a system which could automatically generate compiled quotes for their clients, directly from the quotations received from their dealers after post deduction of predetermined commission. In addition they wanted a multistage approval process at executive and supervisor level, before final processing . . We integrated Quickbook with salesforce.com and then implemented multiple approval process. In multivendor dealings all PO’s were grouped together as a “Work Order” and the duplicity was also mapped through functionality. I In case any preprocessed Po shall be tried to reprocess, the user shall be sent an alert. Company: Core Systems Hawaii Inc Opportunity: Salesforce Implementation Vertical: IT Managed Services A fully automated vendor selection process to the level of generation of Purchase order/Work order. No manual configuration needed for Core systems except entering Commission rates. Smooth relationship management with Salesfo rce.com. .

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