The client had many distinct features in their Salesforce implementation like proposal generator, quote calculator, etc. Instead of training their end agents on Salesforce platform, they preferred a user friendly web-based portal to access all the features.

We created a very user friendly customer portal using Salesforce.com, Customer Portal, Visualforce, and Salesforce Site tools. The portal was secured using a simple login and password that also defined the level of access for users. Administrators had complete access and the portal will display all features that it has, whereas general users would not be able to even view higher access features. Each feature was clearly labeled and ergonomically divided into visually appealing tabs. The portal had every feature that the agent may need. Through the portal, agents of the clients can now access data, edit data, generate quotes, edit proposals, generate proposal, retrieve complete lead data, and even add new leads directly through the user friendly portal. The portal was also made available to customers of the client and became an easy platform to process customer requests, share training material, and even share billing and invoicing details. Salesforce integration with Microsoft products allowed us to display complete training material and invoice data in the customer portal itself. Access to the training material was also enforced according to user hierarchy.

The client used Microsoft Excel based macros to calculate the quote for each opportunity they were pursuing. The process involved using Excel to calculate quote using data imported from SharePoint documents and then copying the results wherever they were needed. This process involved use of a lot of tools thus increased chances of error and increased processing time.

Using Visualforce, Bootstrap, Sencha and other UI tools we created a new page dedicated to calculating quote prices on Salesforce itself. The calculator emulated the business logic of the excel based calculator that the client already had and enhanced it for a better visual presentation. The calculator can import data from Microsoft 365 spreadsheets and can even update the final calculations into new auto-created spreadsheets. The agents can now calculate quote price and store it in the corresponding opportunity data itself.

After every sales process the client sends a survey form to its customers for feedback. There was no platform to send and analyze these surveys and no automated process to help send survey faster.

We created high performance surveys though innovative and clever use of Salesforce Visual Flow. The form was fully customizable and flexible, and was embedded in a separate Salesforce Visualforce page. After completion of every lead-pursuing process the Salesforce automatically dispatches a survey mail containing the URL of the survey visualforce page to the customer. The client can configure this auto-dispatch mail as per their requirement in the Salesforce and can also manually mail the survey URL. The innovative form platform was one of the first practical application of Salesforce Flow for surveys. We also built separate Salesforce tool to help the client analyze the results of the survey.