Project Overview
MetaDesign Solutions developed a custom Configure, Price, Quote (CPQ) system within Salesforce for Atex. The project integrated Atex’s advertising solution with Salesforce via web APIs, enabling streamlined data flow for customers, leads, and orders with quote creation and advertisement preview capabilities.
Solution Scope and Services
MetaDesign Solutions built a highly customized CPQ system within Salesforce using Lightning Components and Apex, enabling seamless flow of customer, lead, and order data between Salesforce and Atex’s advertising platform for efficient quote generation and lead closure.
Real-Time Data Synchronization via Web APIs
The integration relied on seamless data synchronization using Web APIs, allowing real-time exchange of customer, lead, and order information for better decision-making and faster lead closure.
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Salesforce Lightning Components for Customization
Salesforce Lightning Components enabled a highly customizable and responsive user interface, handling unique requirements from quote generation to real-time advertisement previews.
Custom CPQ Package for Sales Operations
A tailor-made CPQ package streamlined complex quote creation, reduced errors, and enhanced the speed of quote generation by integrating customer data and advertisement configurations.
