To resolve the challenges faced by the company, we integrated Salesforce and Conga Composer into their website to construct better management.
- A ‘Change Order Module’ was created for them where the following information was put down together:
The project was grouped under a category( engineering, inspection, installation, interconnection, order to cash, permitting) so that it could be assigned to the dedicated team.
- The project was grouped under a category( engineering, inspection, installation, interconnection, order to cash, permitting) so that it could be assigned to the dedicated team.
- Billable type (Billable/Non-Billable), Priority( High/Low), and Status were all assigned.
- Ticket type was also assigned to it.
2. A custom button, ‘Send email from Congo,’ was built in the quotes section to send the emails of signing the documents seamlessly and quickly. They used to manually send the documents(after passing the dynamic values) for signature to the customer and the client. But with this, all the processes (quotes, contracts, and opportunities) got automated. After the approval from the customer, the contract was formed and sent to the client. The other sections drafted will not turn into any agreement. Various helpful keywords, like pending, approved, etc., were used to keep the Status clear.
- Various stages and fields were also added in the leads section.