Salesforce Customization for Nickerson to enhance their quote management processes
98%
Ease of merging and creating Quotes in Salesforce
100%
Lead conversion rate increase from the previous year
88%
Lead conversion rate increase from the previous year
Overview
From scattered records to a single automated flow
What You Need To Know
Efficient quote management and timely responses to client inquiries are crucial for maintaining customer satisfaction and achieving business growth.
Why It Matters
With a growing client base and increasing daily inquiries, Nickerson needed an efficient way to manage and respond to quote requests promptly.
What HIC Did
HIC Global Solutions implemented tailored Salesforce solutions, including the ability to merge and create project documents, to meet Nickerson’s specific requirements.
Challenges Faced
Bottlenecks slowing every hand-off
Complex Quote Merging
The process of merging multiple quotes into a single document was cumbersome and time-consuming, leading to delays and potential errors.
Customization Needs
Nickerson required the ability to customize project documents to fit specific client requirements, ensuring each quote was tailored and relevant.
Improper Document Management
Managing and organizing project documents within Salesforce was challenging, leading to data redundancy and inefficiencies.
Error-Prone Manual Processes
The manual nature of creating and merging quotes increased the likelihood of errors, impacting the accuracy and professionalism of their communications.
About the Company
Operating out of New York, Nickerson supplies furniture and equipment to educational institutions. It has over 60 years of experience serving the New York and New Jersey markets. It works on their motto of furnishing every child’s education.
Nickerson believes that every student needs reliable, comfortable, and flexible classroom furniture to learn, play, and exercise.
Share
Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Merge and Create Documents Functionality
Implemented a solution within Salesforce that allows users to merge and create documents with ease. This includes the functionality to select two or more quotes and create a new project document using the “Merge and Create New Document” button.
Project Generation Button
Developed a button within Salesforce to facilitate the generation of new project documents by merging selected quotes.
Customized Document Creation
Ensured that the solution allows for the customization of project documents to meet specific client requirements.
India 
USA
UK
Canada