By integrating with their own systems for production, finance, customer information and more, CapTech was able to ensure data was accurate and up to date. In addition, custom development on top of the Salesforce platform allowed for a better user experience, as well as more poignant analytics and reporting.
The tools developed are projected to reduce administrative time by more than 50%, in which Salesforce became a singular system for pricing, quoting, budgeting, and planning. The system provided net new transparency that enabled sales representatives to maximize profits. By having everything in one place and automating the pricing logic, it also saved significant amounts of onboarding time for new representatives to learn the business.
The final product is easier to use, can handle millions of configurations of yearbooks, is integrated with the client’s downstream systems, and has the right configurations and scripting to complete sales representatives’ daily tasks.
As a result of the implementation, the client is now able to enjoy the benefits of new features such as dashboards, pricing changes, commissions, and incentives all intended to help maximize profitability. The new system also yields significant time savings due to simplification, integration of other client systems, and ease of use. In addition, new tools were built to help the organization scale and adapt as the organization grows. Finally, the new system adoption was made more seamless and manageable across the organization with the rollout of a robust change management strategy.