endorsedCompleted

Sales Process Automation & Salesforce CPQ Integration for Salesforce Consultant

Services Covered:

Custom Software Development • Application Integration • Salesforce Solutions

Industry

Software Development

Duration

10 months

Budget

50K - 199K

Start Date

1 January 2020

Team Size

1-5 Employees

Engagement Model

Nearshore

Project Capability Score (PCS)

74/100

Good

Project Capability Score (PCS) estimates how capable Abto Software is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Sparkybit

Paderborn, Germany

Project Summary

A Salesforce consulting and implementation partner (Sparkybit) hired Abto Software to automate B2B sales of financial services in the DACH region by building a UI-based web solution and integrating it with Salesforce CPQ and a third-party e-signature. The vendor performed business analysis, initiated stakeholder interviews to refine requirements, and implemented the solution using .NET, .NET Core, and AngularJS. The client reported simplified and automated sales processes and praised the vendor's professionalism and responsiveness.

Key Challenges

Automate distribution and B2B sales of financial services and products in the DACH region
Integrate a custom web solution with Salesforce CPQ and third-party e-signature for contract signing
Address incomplete requirements by engaging additional stakeholders

Project Deliverables

UI-based web solution for end consumers
Salesforce CPQ integration
Third-party e-signature integration
Business analysis and stakeholder interviews

Project Solution

Abto Software designed and built a UI-based web solution for end consumers, integrated the application with Salesforce CPQ, and added third-party e-signature functionality for online contract signing. They performed business analysis, conducted additional stakeholder interviews to refine requirements, and implemented the system using .NET, .NET Core, and AngularJS with a five-person delivery team.

Project Outcome

Simplified and automated the B2B sales process for financial services targeted at small businesses
Proactive identification of technology and business nuances that improved requirements and solution fit
Delivered on time with professional and responsive project management

Platforms

Tech Stack

.NET
.NET Core
AngularJS

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Thanks to the Abto Software team, the client was able to simplify and automate the whole process of B2B sales of financial services for small businesses. They appreciated the vendor's professionalism and responsiveness throughout their collaboration.”
Yefim Donin
Account Manager
Date: 12/28/2022