Case Study

Enterprise Sales App with Salesforce

Integration
Challenge Background
F raphic Systems is the nation’s
largest distributor of equipment,
consumables, and technical services for the
summary of customers buying details, agreements and approval sheets at one go. To graphic communications industry. F
provides its customers with products and
technologies that are the best and latest, and
based application for their internal use in order to gear up their sales team with the tools
it is completely committed to its clients with
a broad range of commercial printers, color
separators, service bureaus, and graphic
While embarking on a new paradigm which involved the adoption of a formal sales design/art studios to newspaper, publishers,
and adver rms. F rned the
trust of customers worldwide by taking the
And therefore, they wanted us to integrate an approval process to set a proper hierarchy lead in providing reliable and convenient
and allow managers to make changes in a deal and then approve it. products that raise productivity and quality.

SALESFORCE
INTEGRATION

CONSISTENT SALES
PROCESS

COMPLETE
ACCOUNT PLANNING
Solutions

is a web based account planning and management application that makes the sales MANAGEMENT
process technology easy for the sales team. MODULE
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 IMPROVED CUSTOMER
customers is fetched from SFDC (Salesforce) database. RELATIONSHIP
Case Study
Features
O Proven sales methodologies right in Salesforce CRM
O Account planning and management module
O Pipeline reporting functionality Summary
O Comprehensive dashboard of Account Manager
F required a complete account
O Optimized web app to use on tablets planning and management module for their
O Display matrix for active leases, subsidies, credits, and VRAs sales team to automate and reinforce their
O Calculation for Plate product like Basic Pricing, Estimated Usage, Proposal, and Year wise sales process. We developed ‘Deal Maker’ – a
Financing web application that has been integrated in
O the Salesforce platform. It helps the sales
team manage their customers’ buying details
O Custom action to quickly debrief the team after the sales and calculate company pr ty on
O Display approval process according to higher authority personnel within the product sales resulting in reduced sales cycle
organization and improved customer relationship.

O Reduces sales cycle

O Technology-enabled sales process
O Improves customer relationship
O Eliminates human error completely
O All data is secured and backed up
O Increases productivity and ROI
O Salesforce integration increases the team’s capabilities

Contact Information
SOFTWEB SOLUTIONS INC.
(An Avnet Company)
Phone
Technologies Used 866-345-7638
O Technology: Dot NET Email
O Database: SQL Server
O Design: Intuitive GUI
info@softwebsolutions.com
O Architecture: MVC Website
O Third Party Tool Integration: Salesforce Web Service
www.softwebsolutions.com