Salesforce
The solution
Smart Data implemented a fully automated solution using the following components:
- Salesforce and NetSuite integration using Apex, Lightning Flows and future callouts
- Conga Apttus CPQ for streamlined product configuration, pricing and bundling
- Conga Sign to capture digital signatures and automate contract approval
- Lightning Data Services to enable dynamic, real-time invoice and payment link generation
Salesforce opportunities were transformed into clean, structured orders with clear product categories. Once approved, the data automatically passed to NetSuite, triggering invoice creation and payment emails for customers.
Product bundles included
- Category
- Products
- Seminar Success
- Webinar Connect
- Direct Mail, Reservation/RSVP, Attendee, Digital Marketing, Custom
- Appointment Connect
- Digital Leads
- Agency Services
- Media Services
- Promotions
- Direct Mail, Digital Marketing, Custom
- Form-Fills, Direct Connect, Media Buy, Custom
- System Integration, Custom
- Custom
- On-Demand Template Promotion Products
The results
Automated lead-to-order process across Salesforce and NetSuite
Reduced manual work for both sales reps and clients
Enabled product bundling and price configuration through CPQ
Integrated e-signature for SOW approvals using Conga Sign
Streamlined invoicing and payment through Lightning Data Services
Delivered a faster, easier and more accurate sales experience
Sales reps now have a more intuitive interface for quoting, and clients receive timely emails with statements and payment links, improving efficiency, data accuracy and customer satisfaction.
AWS
SAP Integration
React
TypeScript
Python
Java
SQL Server
Azure
Azure Data Factory
