From Manual Chaos to One-Click Approvals: How Novami Transformed Pricebook Management in Salesforce
85%
Reduction in time spent exporting Pricebook data
77%
Faster internal pricing approvals
60%
Faster internal pricing approvals
Overview
From scattered records to a single automated flow
What You Need To Know
For manufacturers like Novami, real-time pricing insights are critical. Sales teams, partners, and leadership all rely on accurate and timely data. With this solution, Novami has not only improved operational efficiency but also empowered its teams with actionable pricing intelligence.
Why It Matters
Managing Pricebooks in Salesforce often involves tedious exports, slow approvals, and unclear audit trails. HIC delivered a solution that allows Novami to generate instant CSV exports, enable email-based approvals, and grant offline access, all while maintaining security and visibility.
What HIC Did
HIC implemented a one-click CSV export to simplify Pricebook data extraction and enabled email-based approvals for faster pricing and product change decisions. With role-based access control and offline-ready exports, Novami’s teams gained both flexibility and security. Additionally, embedded record links in emails ensured context-rich, efficient approvals.
Challenges Faced
Bottlenecks slowing every hand-off
Time-Consuming Data Exports:
Exporting Pricebook entries required manual effort through reports or Data Loader, slowing down operations and increasing error risks.
No Offline Access to Pricing Data
Sales teams struggled to analyze or reference product pricing during meetings or travel due to a lack of downloadable offline records.
Approval Bottlenecks
All approval requests required Salesforce login access, causing delays when decision-makers were unavailable or on the move.
Poor Visibility in Approval Trails
There was no clear record of who approved what, when, or why, creating confusion and undermining accountability.
About the Company
Novami is a Israel-based semiconductor manufacturing company that specializes in precision components and industrial solutions. With a growing customer base, they prioritize innovation, accuracy, and scalable operations.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Instant CSV Export Functionality
With just one click, Novami’s users can download all Pricebook entries in a formatted CSV file for easy offline use or analysis.
Email-Based Approval Workflow
Team members can approve, reject, or comment on requests directly from their inbox, without logging into Salesforce.
Audit Trail Visibility
Every approval or rejection is tracked with timestamps, user info, and comments to ensure full accountability.
Secure Role-Based Access
Only designated users can make pricing decisions, keeping control in the right hands.
Automated Invoice Document Generation
Enabled seamless creation of invoices using document generation tools for product listings, descriptions, and pricing, cutting down manual work.
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