- Pre-built CPQ Templates: Extending Salesforce Sales Cloud with product bundles, templates and workflows to aid in configuration, pricing, and quotation processes.
- Document Generation: Efficient and accurate generation of documents like quotes, contracts, and packing slips.
- eSignature: Execution of quotes with quick conversion to Contracts and Orders.
- Document Rooms: Secure delivery of quotes and agreements.
- Flow Automation & Orchestration: The ability to automate key processes to reduce manual intervention and increase speed.
- Print & Delivery: Simplified printing processes and secure document delivery mechanisms.
GPS Trackit Implements iDialogue for Streamlined Document Process Automation
Introduction
In the evolving landscape of fleet management and telematics, GPS Trackit stands tall as an industry leader. With a robust history dating back to 2002, GPS Trackit has consistently demonstrated its pioneering spirit in cloud-based, IoT fleet solutions. Their commitment to innovation and world-class customer service has not only won them a coveted spot on Deloitte’s Technology Fast 500 list but also the trust of over 12,000 fleets worldwide.
Yet, as with many market leaders, there remained opportunities for optimization and further efficiency, particularly in the Sales and Fulfillment lifecycle.
The Challenge
To maintain its industry-leading position, GPS Trackit was on a quest to streamline several of its core operational processes, particularly:
Pain points like extended quoting durations and the cumbersome handling of configuration products added layers of complexity. Additionally, foreign importers' requirement for accessible packing slips outside the box presented logistical challenges.
GPS Trackit needed a solution, and they found it in iDialogue.
The Solution
iDialogue from the Salesforce AppExchange iDialogue, a standout tool for Document Process Automation on Salesforce, emerged as the perfect fit for GPS Trackit. It provided comprehensive solutions covering Quote Configuration & Pricing, Document Generation, Quote Delivery, eSignature, and Fulfillment Automation.
The Gen-Send-Sign workflow of iDialogue resonated with GPS Trackit's requirements. The package’s pre-built event handlers, particularly for common processes like document eSignature, enabled GPS Trackit to easily extend their existing flows. This facilitated auto-updates of Opportunity statuses to 'Closed-Won', efficient Contract & Order generation, and simplified creation of packing slips.
Key Implementation Highlights
Contracts
Upon achieving a 'Closed-Won' status, a Contract record was automatically generated with the signed Quote attached as a file.
Packing Slips
Via Salesforce, packing slips were automatically generated in PDF format, printed, and attached to packages, ensuring compliance with foreign importers' requirements.
No Code Implementation
The end-to-end implementation was seamlessly carried out by Business Process Analyst, Mr. Willingham. Leveraging Salesforce Flows in conjunction with the iDialogue content API, every document process was orchestrated to perfection, without a line of code.
Conclusion
GPS Trackit's partnership with iDialogue is a testament to the transformative power of Document Process Automation. From Leads to Opportunities, Quotes, Orders, and Contracts, every stage of the Sales and Fulfillment lifecycle witnessed marked optimization.
To learn more about GPS Trackit visit GPSTrackit.com