Deal Maker – Web based account planning and management application that makes sales process technology-enabled and easy for their sales team.

1. SALESFORCE
INTEGRATION
CONSISTENT SALES
PROCESS
COMPLETE
ACCOUNT PLANNING
MANAGEMENT
MODULE
IMPROVED CUSTOMER
RELATIONSHIP
Background
F raphic Systems is the nation’s
largest distributor of equipment,
consumables, and technical services for the
graphic communications industry. F
provides its customers with products and
technologies that are the best and latest, and
it is completely committed to its clients with
a broad range of commercial printers, color
separators, service bureaus, and graphic
design/art studios to newspaper, publishers,
and adver rms. F rned the
trust of customers worldwide by taking the
lead in providing reliable and convenient
products that raise productivity and quality.
Case Study
Enterprise Sales App with Salesforce
Integration
Challenge
summary of customers buying details, agreements and approval sheets at one go. To
based application for their internal use in order to gear up their sales team with the tools
While embarking on a new paradigm which involved the adoption of a formal sales
And therefore, they wanted us to integrate an approval process to set a proper hierarchy
and allow managers to make changes in a deal and then approve it.
Solutions
is a web based account planning and management application that makes the sales
process technology easy for the sales team.
We optimized the web application to enable the sales team to work on a tablet and
sales. We also integrated Salesforce into the solution. The account manager can launch
Deal Maker app by answering questions in SFDC opportunity. All the information about
customers is fetched from SFDC (Salesforce) database.

2. Summary
F required a complete account
planning and management module for their
sales team to automate and reinforce their
sales process. We developed‘Deal Maker’– a
web application that has been integrated in
the Salesforce platform. It helps the sales
team manage their customers’buying details
and calculate company pr ty on
product sales resulting in reduced sales cycle
and improved customer relationship.
Proven sales methodologies right in Salesforce CRMO
Account planning and management module
Pipeline reporting functionality
O
O
Comprehensive dashboard of Account ManagerO
Custom action to quickly debrief the team after the salesO
Display approval process according to higher authority personnel within the
organization
O
Optimized web app to use on tabletsO
Reduces sales cycleO
Technology-enabled sales process
Improves customer relationship
O
O
Eliminates human error completelyO
All data is secured and backed upO
Salesforce integration increases the team’s capabilities
O Increases productivity and ROI
O
Display matrix for active leases, subsidies, credits, and VRAsO
Calculation for Plate product like Basic Pricing, Estimated Usage, Proposal, and Year wise
Financing
O
O
Features
Technologies Used
Technology: Dot NET
Database: SQL Server
Design: Intuitive GUI
Architecture: MVC
Third Party Tool Integration: Salesforce Web Service
O
O
O
O
O
Case Study
Contact Information
SOFTWEB SOLUTIONS INC.
(An Avnet Company)
Phone
866-345-7638
Email
info@softwebsolutions.com
Website
www.softwebsolutions.com