Overview
Learn how HIC Global Solutions worked as an extended team for Near Partner helping them to implement CPQ functionality into the community portal for one of their clients.
What You Need To Know
Near Partner’s client needed to utilize CPQ functionalities in their community portal and looked to create a custom CPQ Platform by adding their required product bundles.
Why It Matters
The CPQ platform is crucial for managing Product Configurations and Pricing Variations and its use on the community portal speeds up the sales cycle.
What HIC Did
Utilizing CPQ API, HIC Global Solutions integrated CPQ’s functionality into the community portal creating a customized platform for better pricing, quoting, and approvals.
Overview
Learn how HIC Global Solutions worked as an extended team for Near Partner helping them to implement CPQ functionality into the community portal for one of their clients.
What You Need To Know
Near Partner’s client needed to utilize CPQ functionalities in their community portal and looked to create a custom CPQ Platform by adding their required product bundles.
Why It Matters
The CPQ platform is crucial for managing Product Configurations and Pricing Variations and its use on the community portal speeds up the sales cycle.
What HIC Did
Utilizing CPQ API, HIC Global Solutions integrated CPQ’s functionality into the community portal creating a customized platform for better pricing, quoting, and approvals.
About the client
Near Partner, a prominent software development company headquartered in Portugal, specializes in crafting innovative software solutions.
Renowned for its expertise and commitment to excellence, Near Partner is dedicated to enhancing user experiences and streamlining business operations. With a focus on digital transformation, the company strives to deliver cutting-edge solutions tailored to client needs.
About the client
Near Partner, a prominent software development company headquartered in Portugal, specializes in crafting innovative software solutions.
Renowned for its expertise and commitment to excellence, Near Partner is dedicated to enhancing user experiences and streamlining business operations. With a focus on digital transformation, the company strives to deliver cutting-edge solutions tailored to client needs.
Challenges Faced
One of Near Partner’s clients needed to leverage the CPQ platform on their Community portal. But here are some of the challenges they faced while doing so.
Licensing Constraints
Near Partner faced limitations with a single Salesforce CPQ license, restricting its direct use on the Community Portal.
Limited User Engagement on the Website
The portal lacked essential products or features, making it challenging for users to find products, and understand the pricing structure, leading to frustration and lost sales opportunities
Difficulty in Managing Product Configurations and Pricing Variations
Without a streamlined system in place, sales reps struggled to keep track of all available product options and their corresponding prices accurately.
Challenges Faced
One of Near Partner’s clients needed to leverage the CPQ platform on their Community portal. But here are some of the challenges they faced while doing so.
Licensing Constraints
Near Partner faced limitations with a single Salesforce CPQ license, restricting its direct use on the Community Portal.
Limited User Engagement on the Website
The portal lacked essential products or features, making it challenging for users to find products, and understand the pricing structure, leading to frustration and lost sales opportunities
Difficulty in Managing Product Configurations and Pricing Variations
Without a streamlined system in place, sales reps struggled to keep track of all available product options and their corresponding prices accurately.
Challenges Faced
One of Near Partner’s clients needed to leverage the CPQ platform on their Community portal. But here are some of the challenges they faced while doing so.
They were facing issues with
- Licensing Constraints
- Limited User Engagement on the Website
- Difficulty in Managing Product Configurations and Pricing Variations
Near Partner faced limitations with a single Salesforce CPQ license, restricting its direct use on the Community Portal.
The portal lacked essential products or features, making it challenging for users to find products, and understand the pricing structure, leading to frustration and lost sales opportunities
Without a streamlined system in place, sales reps struggled to keep track of all available product options and their corresponding prices accurately.
Solution Offered
To bypass the license constraint and enable Near Partner’s client to utilize CPQ on the community portal, developers at HIC Global proposed creating a custom CPQ platform on their portal using CPQ API.
Integrated CPQ’s Functionality into the Community Portal using CPQ API
Recognizing the need for a cohesive solution, HIC’s development team leveraged CPQ API to create a fully integrated CPQ platform. This integration seamlessly connected CPQ functionalities with the Community Portal, without incurring licensing costs.
Dynamic page creation for Configuring Product Bundle
Dynamic pages were introduced to incorporate product bundles, such as IP CONNECT, FTT OFFICE, and VPN MTLS, into the custom CPQ platform on the community platform. This not only addressed the customization requirement but also provided users with a visually intuitive way to explore and configure bundled products.
Automation for Quote Generation and Approvals
Created Automation for automating quote generation and accelerating approval processes for faster deal closure, eliminating manual interventions, reducing turnaround times, and ensuring accuracy in the quoting and approval stages.
Dynamic Listing for Order Invoicing
Created dynamic list views for orders to organize and display critical information prominently. Enabling teams to gain quick access to key information related to complex product catalogs, multiple pricing options, and various customer segments.
Solution Offered
To bypass the license constraint and enable Near Partner’s client to utilize CPQ on the community portal, developers at HIC Global proposed creating a custom CPQ platform on their portal using CPQ API.
Integrated CPQ’s Functionality into the Community Portal using CPQ API
Recognizing the need for a cohesive solution, HIC’s development team leveraged CPQ API to create a fully integrated CPQ platform. This integration seamlessly connected CPQ functionalities with the Community Portal, without incurring licensing costs.
Dynamic page creation for Configuring Product Bundle
Dynamic pages were introduced to incorporate product bundles, such as IP CONNECT, FTT OFFICE, and VPN MTLS, into the custom CPQ platform on the community platform. This not only addressed the customization requirement but also provided users with a visually intuitive way to explore and configure bundled products.
Automation for Quote Generation and Approvals
Created Automation for automating quote generation and accelerating approval processes for faster deal closure, eliminating manual interventions, reducing turnaround times, and ensuring accuracy in the quoting and approval stages.
Dynamic Listing for Order Invoicing
Created dynamic list views for orders to organize and display critical information prominently. Enabling teams to gain quick access to key information related to complex product catalogs, multiple pricing options, and various customer segments.
Solution Offered
To bypass the license constraint and enable Near Partner’s client to utilize CPQ on the community portal, developers at HIC Global proposed creating a custom CPQ platform on their portal using CPQ API.
The solutions which we offered to them
- Integrated CPQ’s Functionality into the Community Portal using CPQ API
- Dynamic page creation for Configuring Product Bundle
- Automation for Quote Generation and Approvals
- Dynamic Listing for Order Invoicing
Recognizing the need for a cohesive solution, HIC’s development team leveraged CPQ API to create a fully integrated CPQ platform. This integration seamlessly connected CPQ functionalities with the Community Portal, without incurring licensing costs.
Dynamic pages were introduced to incorporate product bundles, such as IP CONNECT, FTT OFFICE, and VPN MTLS, into the custom CPQ platform on the community platform. This not only addressed the customization requirement but also provided users with a visually intuitive way to explore and configure bundled products.
Created Automation for automating quote generation and accelerating approval processes for faster deal closure, eliminating manual interventions, reducing turnaround times, and ensuring accuracy in the quoting and approval stages.
Created dynamic list views for orders to organize and display critical information prominently. Enabling teams to gain quick access to key information related to complex product catalogs, multiple pricing options, and various customer segments.
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