Overview
Learn how HIC Global Solutions strategically optimized IEWC’s Salesforce org, addressing operational hurdles in data entry, case linking, and improving productivity.
What you need to know:
IEWC, a global manufacturing company reached out to HIC Global Solutions to customize the Salesforce platform for better management of Quote or Opportunity records.
Why It Matters
This solution underscores HIC’s unique approach to translating technical enhancements into tangible business benefits, exemplifying how tailored solutions can elevate operational efficiency.
What HIC Did
Understanding client requirements, HIC Global Solutions customized the Salesforce platform with administrative actions helping IEWC manage customer data better
Overview
Learn how HIC Global Solutions strategically optimized IEWC’s Salesforce org, addressing operational hurdles in data entry, case linking, and improving productivity.
What you need to know:
IEWC, a global manufacturing company reached out to HIC Global Solutions to customize the Salesforce platform for better management of Quote or Opportunity records.
Why It Matters
This solution underscores HIC’s unique approach to translating technical enhancements into tangible business benefits, exemplifying how tailored solutions can elevate operational efficiency.
What HIC Did
Understanding client requirements, HIC Global Solutions customized the Salesforce platform with administrative actions helping IEWC manage customer data better
About Company
Operating out of Milwaukee, the U.S., our client IEWC supplies complete solutions for wire, cable, and wire management needs. Our client has been in business for more than half a century. IEWC offers an unparalleled customer experience that supports the success of projects and ensures the growth of their customer’s business.
About Company
Operating out of Milwaukee, the U.S., our client IEWC supplies complete solutions for wire, cable, and wire management needs. Our client has been in business for more than half a century. IEWC offers an unparalleled customer experience that supports the success of projects and ensures the growth of their customer’s business.
Challenges Faced
IEWC faced the following challenges with quote generation and data validation.
Inefficient Data Entry Process:
Manual entry of NPI into Quote or Opportunity records led to inefficiencies and the risk of errors.
Limited Automation:
The lack of automated processes for linking NPI cases to Account, Opportunity, and Quote records created bottlenecks in workflow and data consistency.
Incomplete Data Validation:
The absence of some fields in new case forms resulted in incomplete or inaccurate information, impacting data quality.
Challenges Faced
IEWC faced the following challenges with quote generation and data validation.
Inefficient Data Entry Process:
Manual entry of NPI into Quote or Opportunity records led to inefficiencies and the risk of errors.
Limited Automation:
The lack of automated processes for linking NPI cases to Account, Opportunity, and Quote records created bottlenecks in workflow and data consistency.
Incomplete Data Validation:
The absence of some fields in new case forms resulted in incomplete or inaccurate information, impacting data quality.
Challenges Faced
IEWC faced the following challenges with quote generation and data validation.
They were facing issues with
- Inefficient Data Entry Process:
- Limited Automation:
- Incomplete Data Validation:
Manual entry of NPI into Quote or Opportunity records led to inefficiencies and the risk of errors.
The lack of automated processes for linking NPI cases to Account, Opportunity, and Quote records created bottlenecks in workflow and data consistency.
The absence of some fields in new case forms resulted in incomplete or inaccurate information, impacting data quality.
Proposed Solutions
Our highly skilled Salesforce Developers at HIC Global Solutions came up with befitting solutions for the firm’s unique needs.
Opportunity Record Integration:
Enabled auto-population of the Opportunity Name field on the New Case form when a user enters a case from an Opportunity record.
Quote Record Integration:
Also, When a user enters the case from a Quote record, it auto-populates the Quote field on the New Case form with the Name field from the Quote record, the Opportunity Name field on the New Case form.
Creating a New Account Field
Created a mandatory Account Name field in new case forms, ensuring data completeness and accuracy.
Linking General Sales Requests with Accounts records
The General Sales Requests are now automatically linked to the Account record entered in the New Case form Quality Customer Requests.
Proposed Solutions
Our highly skilled Salesforce Developers at HIC Global Solutions came up with befitting solutions for the firm’s unique needs.
Opportunity Record Integration:
Enabled auto-population of the Opportunity Name field on the New Case form when a user enters a case from an Opportunity record.
Quote Record Integration:
Also, When a user enters the case from a Quote record, it auto-populates the Quote field on the New Case form with the Name field from the Quote record, the Opportunity Name field on the New Case form.
Creating a New Account Field
Created a mandatory Account Name field in new case forms, ensuring data completeness and accuracy.
Linking General Sales Requests with Accounts records
The General Sales Requests are now automatically linked to the Account record entered in the New Case form Quality Customer Requests.
Proposed Solutions
Our highly skilled Salesforce Developers at HIC Global Solutions came up with befitting solutions for the firm’s unique needs.
The solutions which we offered to them
- Opportunity Record Integration:
- Quote Record Integration:
- Creating a New Account Field
- Linking General Sales Requests with Accounts records
Enabled auto-population of the Opportunity Name field on the New Case form when a user enters a case from an Opportunity record.
Also, When a user enters the case from a Quote record, it auto-populates the Quote field on the New Case form with the Name field from the Quote record, the Opportunity Name field on the New Case form.
Created a mandatory Account Name field in new case forms, ensuring data completeness and accuracy.
The General Sales Requests are now automatically linked to the Account record entered in the New Case form Quality Customer Requests.
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