Summary

This project aims to enhance your B2B digital commerce experience by leveraging team of expert Functional Consultants. We specialize in optimizing Salesforce B2B Commerce and CPQ solutions to streamline processes, improve user experience, and drive growth.

Project Goals

• Enhance the efficiency and effectiveness of your B2B sales processes.
• Implement robust product configurators for accurate quoting and ordering.
• Improve business process mapping and documentation for increased clarity.
• Foster a collaborative and results-oriented partnership
• Empower your team with the knowledge and tools to maximize Salesforce B2B functionalities.

Project Deliverables

• Comprehensive analysis of your existing Salesforce B2B Commerce and CPQ environment.
• Recommendations for process improvement and solution optimization.
• Implementation of custom product configurators tailored to your specific needs (using Logik.io or similar technologies).
• Detailed user guides and training materials for seamless adoption.
• Improved user experience and increased sales efficiency.
• Ongoing support and consultation to ensure continued success.

Project Team

• Functional Consultant (Project Lead)
• Your Internal Sales & Technical Teams
• Technical Development Team

Project Methodology

1. Discovery & Analysis: Our consultant will collaborate with your team to understand your current B2B sales processes, workflows, and challenges.
2. Solution Design & Recommendation: We will develop a customized roadmap for optimization, leveraging industry best practices and Salesforce B2B functionalities.
3. Implementation & Training: The team will work alongside your team to implement solutions, configure systems, and provide comprehensive training.
4. Go-Live & Support: We will ensure a smooth launch and offer ongoing support to address any questions or challenges that arise.