Salesforce Implementation for Automated Quote generation and collection of Services over Campaigns

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, Atomik Ad sells companies services and ad-performance data like click data, campaign image & position data, response measurements and target demographic identification.

With a growing suite of offerings, keeping track of quotations and services availed by its clientele became painfully complex for its agents. 

To add to the problem, they constantly needed to update billing totals and refer to the service types availed.

This led to long, drawn-out account closures with several back-and-forths that added to rising service costs and customer displeasure.

Key Improvement for Client

0 %
Reported reduction in Quote delivery cycles
0 Pts
Increase in post-service Promoter Score indicators (Out of 10 basis points)
0 %
Increase in collection numbers over the previous monthly average

Proposed Solutions

For easier access and sharing of Quotations

The standard price book over quote line items and quotes for Accounts told agents products and prices and let them be modified. The DataLoader was used to insert product data here.

You can now get Quote in PDFs of CPC and CPM template types as well as Spreadsheets with buttons for each. Quotes were also given ‘Start Sync’ buttons generate orders, update opportunity status, and recalculate totals.

For Productivity

Account hierarchies were set up such that changes to revenue in one entity would reflect across all parent entities and aggregates.

Also, Quotations were synchronized to manage Opportunity closure for clarity among different agents about the services availed. Afterward, Campaigns were used to drive collections against Accounts to which marketing data, ad campaign data, and other services were delivered.

Work Done

Result:

Our Location worldwide
India
3rd Floor, A-10, Pegasus Tower, Sector 68, Noida, Uttar Pradesh 201301 +91-1203117884
SR Tower 2nd Floor Hydel Gate Haldwani Uttarakhand 263126 +91-5946359996
USA
333 West Brown Deer Road Unit G – 366 Milwaukee WI, USA 53217 +1(262) 310-7818
UK
7 Bell Yard, London, WC2A 2JR +44 20 3239 9428
Canada
HIC Global Solutions INC
43 Lafferty Lane, Richmond Hill, L4C 3N8, CA +1(262) 310-7818