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.
Key Challenges
System Integration
Integrating Atex’s advertising system with Salesforce via web APIs for smooth data exchange.
Custom CPQ Package
Developing a custom CPQ package inside Salesforce to handle quote generation and lead management.
Ad Preview Viewer
Implementing an advertisement preview viewer within Salesforce for accurate print and layout visualization.
Real-Time Data Flow
Ensuring seamless performance of Salesforce Lightning components with real-time data synchronization.
Complex Workflows
Streamlining complex sales and advertising workflows to improve productivity and revenue.
Results & Outcomes
The Salesforce CPQ solution provided Atex with a powerful tool to enhance sales and advertising operations. Improved visibility into leads, streamlined quote generation, and the advertisement preview functionality within Salesforce empowered the team to deliver high-quality print materials with accurate visual layouts.
