Emist

Industry

Consumer Goods, Healthcare, Manufacturing

Community Cloud, Conga Composer, Integrations, Sales Cloud

The client received a massive spike in demand for their products during COVID-19
High Volume of leads coming in through the website that needed to get routed to sales teams and distributors/resellers
They had limited processes in place to handle and follow up on distributor requests

Created custom screen flow to optimize the order entry process, setup products, and price books for more pricing control, automated Quote Generation into a template and integrated with e-signature solution.
Setup Partner Community so their distributors could receive leads through auto-assignment rules and submit support requests for Warranty or General Support needs.
Integrated the website with Salesforce to capture better information and route to the Sales team automatically.

They can now easily associate opportunities with products, create quotes, and manage pricing at a per-product level.
Over 1,000 Leads / month auto-assigned to Sales reps and distributors / resellers

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