Salesforce Products
Sales Cloud
Project team
Certified Salesforce Developers, Solution Architects and QA
Location
Germany
Industry
Software Development
Techologies
- Sales Cloud
- Salesforce Flow
- Visualforce Components
- SevDesk API
About customer
AceBIT is a company known for its password security solution, Password Depot, which helps protect confidential data, and offers enterprise-level password and data management solutions for businesses.
“
We used to spend 15–30 minutes creating a quote or finding the right contact person.
Today it’s just a few clicks.
It means we’re focusing on the real work and don’t waste time on quotations, invoices and so on anymore.
We’ve improved our general performance.
Today it’s just a few clicks.
It means we’re focusing on the real work and don’t waste time on quotations, invoices and so on anymore.
We’ve improved our general performance.
Code Ohana solutions
| Streamlined Quote and Invoice Automation We implemented Automated Quote generation engine and new flow to send Quotes to new prospects from AceBIT website that are using "Request for a Quote" form. We developed Automated Invoice and Delivery document generation solution, with automated steps following Invoice stage. Our Quote and Invoice flows execute automatically behind the scene and take the load off the AceBIT Sales Reps. |
Integration with Key Generation service for Delivery Document generation
Our team created the solution that enables seamless integration between Salesforce processes and
AceBIT's proprietary Key Generation service, streamlining the creation of essential delivery documents.
AceBIT's proprietary Key Generation service, streamlining the creation of essential delivery documents.
| Integration with SevDesk This process ensures that customer information and invoice details remain consistent and up-to-date across all connected systems, eliminating discrepancies and streamlining business operations. |
Results and Benefits
-
Time-Saving AutomationAceBIT team has transitioned from manual processes to automated workflows.
Creating quotes and identifying contacts,
which previously consumed 15–30 minutes,
now require just a few clicks. -
Seamless Contact ManagementThanks to the Salesforce Contact Management, AceBIT team can now swiftly locate and connect with the right contact persons. -
Enhanced EfficiencyImplemented features in Salesforce allow AceBIT team to streamline processes and devote their energy to tasks that drive real results for our business.
Conclusion
The AceBIT team is pleased with the result of speeding up their processes and getting rid of the "headache" like manual contact search and quotation, just as our team was pleased to receive
positive feedback, experience and remain partners with AceBIT.
positive feedback, experience and remain partners with AceBIT.
