MetaDesign Solutions
MetaDesign SolutionsMetaDesign Solutions successfully integrated Atex’s advertising system with a custom Salesforce CPQ solution, enabling seamless customer, lead, and order management through a powerful and intuitive platform
Overview
MetaDesign Solutions developed a custom Configure, Price, Quote (CPQ) system within Salesforce for Atex, a leading provider of media management solutions. The project aimed to integrate Atex’s advertising solution with Salesforce via web APIs, allowing streamlined data flow for customers, leads, and orders. Using Salesforce Lightning Components and Apex programming, the solution enabled quote creation and advertisement previews, enhancing Atex’s sales and advertising operations.
about the client
Atex is a global leader in media management solutions, serving media companies across the globe with cutting-edge tools for content management, advertising operations, and cloud infrastructure. Their solutions enable media organizations, from newspapers to digital platforms, to optimize content creation and distribution. Atex’s content management systems (CMS) support multi-channel publishing and include features like headless CMS, digital asset management, and production analytics. Their advertising solutions streamline operations with integrated ad booking, CRM functionalities, and financial services.
For years, Atex has focused on enabling media companies to enhance their workflows in content creation and advertising management. With a focus on multi-channel digital and print media, Atex’s services are essential for publishers looking to simplify their operations, improve productivity, and maximize revenue. To further extend their capabilities, Atex turned to MetaDesign Solutions to develop a custom CPQ system that would integrate their advertising solution with Salesforce, optimizing their sales processes.
Industry Domain
Advertising & Marketing
Service Category (Service-line)
Salesforce Development / Digital Product Development
Technologies Used
Salesforce
Salesforce Apex
JavaScript
Challenges
Integrating Atex’s advertising system with Salesforce via web APIs for smooth data exchange.
Developing a custom CPQ package inside Salesforce to handle quote generation and lead management.
Implementing an advertisement preview viewer within Salesforce for accurate print and layout visualization.
Ensuring seamless performance of Salesforce Lightning components with real-time data flow.
Streamlining complex workflows in sales and advertising to improve productivity and revenue opportunities.
Solution Scope and Services
MetaDesign Solutions built a highly customized CPQ system within Salesforce to integrate with Atex’s advertising solution. The system was designed using Salesforce Lightning Components and Salesforce Apex, enabling a seamless flow of customer, lead, and order data between Salesforce and Atex’s advertising platform. This custom solution allowed Atex’s sales team to generate quotes within Salesforce and close leads more efficiently, while ensuring accurate pricing and configuration of advertisements.
Additionally, the custom CPQ system integrated a viewer component to preview advertisements and print layouts. This enhanced the user experience by providing real-time visualization of media content, allowing the sales team to offer a more streamlined and transparent process for customers. MetaDesign Solutions successfully managed complex data integrations through web APIs, ensuring real-time data synchronization between the systems.
Real-Time Data Synchronization via Web APIs
The integration between Atex’s advertising platform and Salesforce relied on seamless data synchronization using Web APIs. This allowed the real-time exchange of customer, lead, and order information, enabling better decision-making and faster lead closure. The robust API integration ensured that the system stayed up-to-date and aligned with the evolving sales needs of Atex.
Leveraging Salesforce Lightning Components for Customization
The use of Salesforce Lightning Components allowed for a highly customizable and responsive user interface. This ensured that the CPQ system could handle the unique requirements of Atex’s advertising workflows, from quote generation to the real-time preview of advertisements. Lightning components also made the system adaptable for future enhancements, improving overall platform agility.
Enhancing Sales Operations with a Custom CPQ Package
MetaDesign Solutions developed a tailor-made CPQ package to address Atex’s unique sales challenges. This package streamlined the creation of complex quotes, reducing errors and enhancing the speed at which quotes could be generated. By integrating customer data and advertisement configurations, the solution delivered a comprehensive tool for Atex’s sales team to close deals efficiently and accurately.
Results
The Salesforce CPQ solution developed by MetaDesign Solutions provided Atex with a powerful tool to enhance their sales and advertising operations. By integrating their advertising platform with Salesforce, Atex gained improved visibility into leads, streamlined quote generation, and better control over advertising configurations. The custom package not only increased the efficiency of their sales team but also enhanced customer satisfaction by offering a more transparent and responsive quoting process.
The advertisement preview functionality within Salesforce further empowered Atex’s team to deliver high-quality print materials with accurate visual layouts, improving collaboration between sales and production teams. Overall, this project delivered significant improvements in workflow efficiency and operational scalability, helping Atex stay competitive in the evolving media landscape.