Utility Rental Company based in North America
ABOUT THE CLIENT
This is the largest Utility Rental Company based in North America. Renting porta potties,fences and sanitation utilities.Salesforce CPQ was to be implemented. In addition a customer portal was to be built which could enable users to request for quotes, place orders and manage orders.The Source of Truth was to be in Salesforce
PROBLEM
Call System Overload
The call system managed 70,000 active orders from 140 locations but couldn't handle the volume, resulting in 30% of calls going unanswered and business being lost.
SOLUTION
CPQ customisation
Define rules for grouping products together and configure optional and required selections within bundles. Set up price books for various customer segments.
WorkFlow automation
Implemented workflows - Send invites to onboard new customer Update case priority and case owner
LWC customisation
Created LWC components for enhanced user experience for the inhouse Sales team. Created user permissions, object level, record level and field level security based on user profile.
Third party integrations
Stripe - for payment , Dupeblocker - to identify duplicate accounts , BriteVerify - to validate email , SideTrade - for centralised invoicing
Customer Portal
OAuth 2.0 integration. Implementing APIs for web app so the customers can directly request for quote,manage orders from their mobile or desktop. Web interface built in Angular, Nest J
BENEFITS
The shift to a high-tech model delivered significant business benefits:
Certified resource
resource has been undergone formal training and evaluation to meet industry standards and qualifications, ensuring they bring specialized knowledge and skills to the task, offering reliable and high-quality results.
All-In-One
Expertise on different technologies under one roof.
Dedicated team
A committed group of professionals focused exclusively on a project or task, ensuring consistent attention, faster problem resolution, and a deep understanding of the project's goals.
Strong Management
Strong project management processes followed
Agile Methodology
Agile - 2 weeks sprint
TOOLS & TECHNOLOGIES USED
Client
Testimonials
Explore Our Success Stories
Rental
Innovative Acumatica Customization for Seamless Operations
Our client, a leading utility rental company based in the USA, successfully implemented Acumatica and sought additional customization to enhance operational efficiency. We provided tailored solutions to optimize their processes and address their specific challenges effectively.
Rental
Automated Customer Communication for Order Confirmations
In an effort to streamline customer communication and reduce manual workload, our team implemented an automated email system for sending order confirmation PDFs. The goal was to ensure accuracy, brand consistency, and timely notifications, while minimizing errors in recipient details. By leveraging dynamic data from Quotes and Orders, and using standardized email templates, we achieved a fully automated solution that enhances efficiency and improves the customer experience.