The best partner of the housing investor: Sijoitusasunnot.com
Sijoitusasunnot.com has made buying easy - with a little help from BiiT, Salesforce - and Documill.
Read moreKimmo Salmela · April 01, 2019 · 3 mins
A leading North-European manufacturer of maritime technology needed to modernize the quoting process in one of its product lines. They considered replacing the Excel files they had used and developed over the years with a Configure Price Quote (CPQ) solution.
The company was using the Salesforce CRM, which has a few CPQ applications available in the AppExchange app store. However, research showed that such a solution would have been quite heavy and laborious for the product line’s simple use case. Instead, they chose to simply integrate Excel with Salesforce using the Documill Dynamo app. A fully-working CPQ was achieved.
The product line of the company in question had been using Excel for years for product configuration. All the users knew how to use it. Even better, they could take care of all its maintenance: changing the formulas when the business logic changed and updating the listing of items when there were changes in the product. No outside help was needed.
Excel provided all the flexibility they needed for creating tailored customer solutions that met their needs exactly with individual choice of components, features and capacity dimensioning.
What was missed was today’s business automation for calculations and generation of quote documents, along with business process logic. But deploying a dedicated CPQ software would have caused a lot of work and cost:
Our customer just chose to stick to their MS Excel files and found a solution to turn them into a CPQ with us. They deployed Documill Dynamo app to connect their Excel files with their Salesforce Sales Cloud.
Documill Dynamo sends the customer configuration and pricing data from Salesforce to Excel for calculations. Optionally, the basic data can also reside in Excel. When processed, the data is returned to Salesforce. Based on it, Documill Dynamo generates a complete quote document to be sent to the customer. Simple as that!
The Documill solution gave our customer an easy way out while achieving a fully-working CPQ solution:
Did you get interested? Contact us to get a free, personalized demo for your business.
Written by
Kimmo Salmela is a communications manager at Documill. Earlier on, he worked in several industry and solution marketing and communication positions at Nokia. Now Kimmo focuses on online collaboration technologies and their future prospects for businesses.
Sijoitusasunnot.com has made buying easy - with a little help from BiiT, Salesforce - and Documill.
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