Case Study: a leading supplier of custom parts streamlines quoting and accelerates case resolution with Cybage Salesforce services

a leading supplier of custom parts accelerates case resolution and speeds quote turnarounds with Cybage

The client, a leading supplier of custom parts, engaged vendor Cybage to streamline its high-touch quoting workflow within Salesforce. Their challenges included optimizing the editing of CPQ quotes, receiving timely notifications on pending work items, and creating regionalized quotes. They also sought to improve their overall Salesforce development and deployment process.

Cybage implemented a Salesforce case management feature and integrated a bulk update tool to ease quote editing. By integrating Slack for instant notifications and developing LWC solutions for regional and bulk quotes, they accelerated case resolution. The vendor's solution resulted in a faster turnaround for customer quotes, a more efficient deployment process, and an improved user experience for the client's sales and operations teams.