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Visa company case study

Visa Consultancy Company
(Migration + CPQ)

Our client is a USA-based Visa consultancy company specialising in visa services. They relied on Salesforce Sales Cloud, HexaBPM, and Experience Cloud for managing sales and enabling clients to sign up and purchase visa services online. However, they needed a more efficient system to modernise their operations and enhance customer experience. Also they want Salesforce CPQ integration for there company to automate there quotation process.

Business Needs:

1. Migration of all Visualforce (VF) Pages to Lightning Web Components (LWC) for better performance and usability.
2. Implementation of Salesforce CPQ (Configure, Price, Quote) to streamline their Quote-to-Cash process.
3. Integration of Salesforce Billing for seamless financial transactions.

SeedData Systems Approach

Parallel Development Cycles :

  • Simultaneously migrated VF Pages to LWC and developed Salesforce CPQ functionalities.

Prioritising Migration:

  • Focused on migrating pages for Experience Cloud first, followed by Sales Cloud, ensuring a phased and effective rollout.

CPQ Development:

  • Identified and developed key workflows to implement Salesforce CPQ. Replicated the functionalities of HexaBPM within the new CPQ system for a seamless transition.
  • Enabled new customers to use Salesforce CPQ while allowing existing customers to remain on HexaBPM until their contract renewal.

Migration and Integration:

  • Scheduled the migration of customers from HexaBPM to Salesforce CPQ at the time of their contract renewal.
  • Integrated SAP Billing with Salesforce CPQ to enhance financial management and reporting capabilities.
Visa company case study

How We Helped Them

  • Improved User Experience: Successfully migrated all VF Pages to LWC, providing a faster, more responsive platform.
  • Streamlined Operations: Implemented Salesforce CPQ, enabling a smooth Quote-to-Cash cycle and boosting efficiency.
  • Enhanced Financial Integration: SAP Billing integration ensured accurate financial reporting and seamless billing operations.
  • Better Customer Experience: Delivered a modernised system that catered effectively to both new and existing clients, enhancing satisfaction and operational efficiency.

As experts in Salesforce CPQ integration, we specialise in migrating legacy systems, implementing robust Salesforce solutions, and ensuring seamless integrations like SAP Billing. We help businesses streamline their processes and deliver superior customer experiences.

If you’re looking to modernise your Salesforce ecosystem or integrate Salesforce CPQ, connect with SeedData Systems today!

Contact Us

SeedData, a UK-based leader in software development, offers expert services in Salesforce, web and mobile app development, AI integration, AOSP, and more, with 15+ years’ experience and 800+ projects delivered for 500+ clients.

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