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Salesforce Customization: A Digestive Health Pioneer's Journey
Streamlined operations and enhanced user experience for the internal team of a digital health pioneer.
About the Client
A leading innovator in digital digestive health solutions sought to optimize their Salesforce platform. Their goal: streamline operations and enhance the internal team's user experience. The project focused on two critical areas: Account Management Enhancement and Dynamic Price Book Implementation.
Price Book Implementation
The Challenge:
- Pricing was handled manually—time-consuming and error-prone.
- No standardized method to apply custom pricing logic.
- Inconsistent pricing slowed down the client response process.
Our Solution:
- Developed a dynamic price book tailored to the client's product offerings.
- Automated pricing through custom formulas, reflecting the client’s unique pricing logic.
- Created a scalable system that aligned perfectly with the client’s internal decision-making.
Key Benefits:
✅ Automated and accurate pricing
✅ Faster quote generation and decision-making
✅ Reduced errors and increased consistency
Outcome
Through strategic customization of Salesforce, Unboxx delivered a scalable, efficient system that now powers the client’s operations—from managing complex account relationships to automating product pricing. The result is a smoother, faster, and more effective internal workflow.
Case Studies
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