WeDid: Salesforce Quick Quote Wizard

By Terry | October 22, 2013

Challenges

The current flow to create a quote in Salesforce is too slow for this customer. They will need to go through the following steps:

  1. Create a Lead
  2. Convert a lead to Account/Contact/Opportunity
  3. Create a Quote

 

Solutions:

Create a Quick Quote Wizard using Visualforce technology. This wizard will automatically capture all information in one page together with items to quote to customers. When this wizard is completed, all the relevant information will be entered into different objects automatically.
Related Objects Lead, Opportunity, Account/Contact, Quote
Components Visualforce
Complexity High
Posted in We Did and tagged , ,