Salesforce Implementation for Automated Quote generation and collection of Services over Campaigns
34%
Reported a reduction in Quote delivery cycles
3Pts
Increase in collection numbers over the previous monthly average
14%
Increase in collection numbers over the previous monthly average
Overview
From scattered records to a single automated flow
What You Need To Know
Swift quotation delivery and accurate service tracking are crucial for customer satisfaction and operational efficiency in the fast-paced digital marketing industry,
Why It Matters
Atomik Ad sought to enhance customer experience and streamline quote generation and service tracking by implementing Salesforce.
What HIC Did
HIC Global Solutions helped Atomik Ad automate quote generation and improve service tracking through a comprehensive Salesforce implementation.
Challenges Faced
Bottlenecks slowing every hand-off
Complex Quote Management
Keeping track of quotations and services availed by clients became increasingly complex for agents as the company’s offerings expanded.
Billing Inconsistencies
There was a constant need to update billing totals and refer to various service types led to potential errors and inefficiencies.
Prolonged Account Closures
Long, drawn-out account closures with multiple back-and-forths added to rising service costs and customer displeasure.
About the Company
Operating out of Milan, Italy, Atomik Ad applies intelligent decision-making tech for reliable analysis and choice of visual editorial content. They aim to deliver accurate promotional messaging and context for images.
Atomik Ad’s tools for targeting and clustering are a determiner for advertising. They use harmonized ‘in-image’ ads, minimalist animations, and fluent transitions to drive visual impact.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Salesforce Customization
Implemented standard price book over quote line items and quotes for Accounts, allowing agents to easily access and modify products and prices.
Set up Account hierarchies to reflect revenue changes across all parent entities and aggregates.
Data Import
Utilized DataLoader to insert product data efficiently.
Automated Quote Generation
Enabled generation of PDF quotes in CPC and CPM template types, as well as spreadsheets, with dedicated buttons for each.
Custom Button Creation
Added ‘Start Sync’ buttons to quotes to generate orders, update opportunity status, and recalculate totals automatically.
