intelligent

As for controls , once the rep starts adding products to the shopping cart , a message alerts them that they already have an item in their cart . The app doesn ’ t stop them from adding more products because there are scenarios where they could add multiple items . It simply warns them in case they ’ ve made a duplication error .

Once the user moves to the shopping cart , quantity and price are required . There ’ s an additional useful feature – a pricing history button – so that reps can retrieve Salesforce invoice data showing what a customer paid in the past . It ’ s a quick reference so the rep doesn ’ t have to navigate away – which keeps them efficient – and it ’ s especially helpful for new reps who don ’ t know customer pricing history .

Order traceability

Given that TissueTech reps work with doctors to identify product opportunities , the company strives to be as physician-centric as possible . But doing so requires capturing more data and the ability to tie all orders back to the doctors who placed them .

The new app ’ s ordering experience retrieves a list of doctors associated with a practice so the rep can make the right selection . If a new doctor doesn ’ t appear in the list , the rep can add that person by retrieving their information from the Salesforce database and associating them with the account , all without leaving the order form .

Reps also have the option to tag physicians as favourite if , for example , a practice has 20 different doctors . When the rep selects a favourite , the app saves that information and the doctor will be at the top of the next order form . And when the company wants to understand which doctors ordered which products , it can retrieve this information via Salesforce reporting .

Approval management made easy

Prior to the CPQ app , the approval management process was entirely manual .

When the approver perceived a discrepancy , they would email the rep ’ s manager , wait for a response and emails back and forth would ensue . One problem with this approach , aside from inefficiency , is that it put orders at risk of missing delivery deadlines .

With the new experience , once the rep has collected all order details , the app helps them document any exceptions on pricing and shipping , which speeds up the approval process .

Now the team is gathering important data points and helping speed up the approval process with concise justifications for decisions made . Streamlining the process also means that multiple groups at TissueTech can now provide approval instead of just one person .

When an order doesn ’ t require approval , through conditional rendering the app surfaces a button that lets the rep complete the order . For those orders that do require approval , the app routes those through the Salesforce approval process .

The way TissueTech wanted to show and hide these buttons in native Salesforce would normally require customisation and writing code . With Skuid , TissueTech did it declaratively .

When a rep closes an order , the Skuid action framework creates a case in Salesforce and drops it into the customer service queue for fulfilment .

What it ’ s like to build an app using Skuid

Labrada has no development experience but with Skuid , that doesn ’ t matter . He insists no code was required to build the CPQ app . Pairing Skuid with Salesforce , the TissueTech sales systems team has dramatically accelerated its discovery-to-deployment process , allowing it to respond to business needs as rapidly as they arise .

The company can now better track salesrelated KPIs , has gained order traceability , improved reporting accuracy and made huge user experience enhancements for both its reps and customers . �

THE TISSUETECH SALES SYSTEMS TEAM HAS DRAMATICALLY ACCELERATED ITS DISCOVERY- TO-DEPLOYMENT PROCESS , ALLOWING IT TO RESPOND TO BUSINESS NEEDS AS RAPIDLY AS THEY ARISE .