Overview
Uncover how the implementation of Salesforce streamlines quote generation and service tracking for digital marketing campaigns.
What You Need To Know
Atomik Ad sought to enhance customer experience and streamline quote generation and service tracking by implementing Salesforce.
Why It Matters
Swift quotation delivery and accurate service tracking are crucial for customer satisfaction and operational efficiency in the fast-paced digital marketing industry,
What HIC Did
HIC Global Solutions helped Atomik Ad automate quote generation and improve service tracking through a comprehensive Salesforce implementation.
Overview
Uncover how the implementation of Salesforce streamlines quote generation and service tracking for digital marketing campaigns.
What You Need To Know
Atomik Ad sought to enhance customer experience and streamline quote generation and service tracking by implementing Salesforce.
Why It Matters
Swift quotation delivery and accurate service tracking are crucial for customer satisfaction and operational efficiency in the fast-paced digital marketing industry,
What HIC Did
HIC Global Solutions helped Atomik Ad automate quote generation and improve service tracking through a comprehensive Salesforce implementation.
About Company
Operating out of Milan, Italy, Atomik Ad applies intelligent decision-making tech for reliable analysis and choice of visual editorial content. They aim to deliver accurate promotional messaging and context for images.
Atomik Ad’s tools for targeting and clustering are a determiner for advertising. They use harmonized ‘in-image’ ads, minimalist animations, and fluent transitions to drive visual impact.
About Company
Operating out of Milan, Italy, Atomik Ad applies intelligent decision-making tech for reliable analysis and choice of visual editorial content. They aim to deliver accurate promotional messaging and context for images.
Atomik Ad’s tools for targeting and clustering are a determiner for advertising. They use harmonized ‘in-image’ ads, minimalist animations, and fluent transitions to drive visual impact.
Challenges Faced
As a digital marketing firm offering a growing suite of services, Atomik Ad dealt with the following challenges:
Complex Quote Management
Keeping track of quotations and services availed by clients became increasingly complex for agents as the company’s offerings expanded.
Billing Inconsistencies
There was a constant need to update billing totals and refer to various service types led to potential errors and inefficiencies.
Prolonged Account Closures
Long, drawn-out account closures with multiple back-and-forths added to rising service costs and customer displeasure.
Challenges Faced
As a digital marketing firm offering a growing suite of services, Atomik Ad dealt with the following challenges:
Complex Quote Management
Keeping track of quotations and services availed by clients became increasingly complex for agents as the company’s offerings expanded.
Billing Inconsistencies
There was a constant need to update billing totals and refer to various service types led to potential errors and inefficiencies.
Prolonged Account Closures
Long, drawn-out account closures with multiple back-and-forths added to rising service costs and customer displeasure.
Challenges Faced
As a digital marketing firm offering a growing suite of services, Atomik Ad dealt with the following challenges:
They were facing issues with
- Complex Quote Management
- Billing Inconsistencies
- Prolonged Account Closures
Keeping track of quotations and services availed by clients became increasingly complex for agents as the company’s offerings expanded.
There was a constant need to update billing totals and refer to various service types led to potential errors and inefficiencies.
Long, drawn-out account closures with multiple back-and-forths added to rising service costs and customer displeasure.
Solutions Offered
Evaluating the need for automated quote generation and service tracking solutions, HIC Global Solutions proposed a comprehensive Salesforce implementation with the following key features:
Salesforce Customization
Implemented standard price book over quote line items and quotes for Accounts, allowing agents to easily access and modify products and prices.
Set up Account hierarchies to reflect revenue changes across all parent entities and aggregates.
Data Import
Utilized DataLoader to insert product data efficiently.
Automated Quote Generation
Enabled generation of PDF quotes in CPC and CPM template types, as well as spreadsheets, with dedicated buttons for each.
Custom Button Creation
Added ‘Start Sync’ buttons to quotes to generate orders, update opportunity status, and recalculate totals automatically.
Solutions Offered
Evaluating the need for automated quote generation and service tracking solutions, HIC Global Solutions proposed a comprehensive Salesforce implementation with the following key features:
Salesforce Customization
Implemented standard price book over quote line items and quotes for Accounts, allowing agents to easily access and modify products and prices.
Set up Account hierarchies to reflect revenue changes across all parent entities and aggregates.
Data Import
Utilized DataLoader to insert product data efficiently.
Automated Quote Generation
Enabled generation of PDF quotes in CPC and CPM template types, as well as spreadsheets, with dedicated buttons for each.
Custom Button Creation
Added ‘Start Sync’ buttons to quotes to generate orders, update opportunity status, and recalculate totals automatically.
Solutions Offered
Evaluating the need for automated quote generation and service tracking solutions, HIC Global Solutions proposed a comprehensive Salesforce implementation with the following key features:
The solutions which we offered to them
- Salesforce Customization
- Data Import
- Automated Quote Generation
- Custom Button Creation
Implemented standard price book over quote line items and quotes for Accounts, allowing agents to easily access and modify products and prices.
Set up Account hierarchies to reflect revenue changes across all parent entities and aggregates.
Utilized DataLoader to insert product data efficiently.
Enabled generation of PDF quotes in CPC and CPM template types, as well as spreadsheets, with dedicated buttons for each.
Added ‘Start Sync’ buttons to quotes to generate orders, update opportunity status, and recalculate totals automatically.
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