About the Client:
Our customer is a US-based organization that organizes an annual trade show which typically hosts presentations of new products and technologies in the consumer electronics industry. More than 180,000 people attended the show from more than 150 countries and more than 3,600 exhibitors exhibits in the Show.
Challenges:
The customer uses Salesforce to manage sales, and customers use an external booth management system to book booths.
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The client needed to set up an effective system for selling exhibition booths to participating customers.
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A secure solution was required for processing contracts using DocuSign Salesforce integration and tracking contract completion.
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Managing contract amendments and modifications after completion was essential for operational flexibility.
Our Solution:
We developed a comprehensive process powered by the Events and Exhibits CRM Application, covering lead generation, lead conversion, opportunity creation, contract sending using DocuSign Salesforce integration, secure tracking of contracts, payment gateway integration, and detailed reporting.
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Custom Visualforce pages were built for product selection on opportunities to minimize human errors and improve Salesforce contract management.
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Additional Visualforce pages enable sending contracts for multiple opportunities, with the ability to attach multiple contract documents.
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Contract tracking functionality was set up for full routing traceability until completion. If modifications are needed after completion, contract amendments are created and managed. Users can select various contract documents, signers, and opportunities through an intuitive interface, ensuring continuous management for contract amendments.
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Web services developed in Talend automate sending contracts using DocuSign Salesforce integration.
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For on-the-spot booth bookings, external registration data is processed through Talend jobs and imported via Salesforce Data Loader.
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A Priority Points wizard was implemented to calculate scores used during Space Selection scheduling, so customer priority can be determined fairly throughout the booth selection process.
Business Benefits:
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The solution allows booths to be sold with significantly reduced effort and cost for the sales team through streamlined Salesforce contract management.
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The entire lifecycle of digitally signed contracts is tracked and managed securely via DocuSign Salesforce integration.
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Customer priority can be transparently defined and managed during the booth selection process.
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Any necessary modifications to completed contracts are handled efficiently, ensuring flexible service and compliance.
