Pricefx is a tech company which is providing customers with the leading SaaS-based price management, price optimization and Configure-Price-Quote (CPQ) solution platform. Their offices are located in EMEA, North Americas and Australia and 400+ employees has joined their ranks.
Pricefx have partnered with Enehano (their trusted partner for Salesforce related projects) to help deliver these projects, bring necessary know how and capacity to strengthen their internal Salesforce admin team.
Pricefx and Enehano has decided to use Salesforce Service Cloud to accommodate requirements for new Help Desk system. Changes in existing Partner Portal and implementation of Customer Portal using Salesforce Experience Cloud has been also part of the solution as the functionalities have to be available for external partners. Salesforce AppExchange packages has been used for integration with Jira and SharePoint and MS Power Automate to integrate with Teams and monitoring system.
Enhancing of Partner Portal has been realized by creating custom objects and Flows that has been enabled for internal and external users. Integration with Platform Manager (Pricefx app store) has been realized using Salesforce APIs.
Both projects have been delivered in relatively by a small team (3-4 consultants on the Enehano side) in a short time of 2.5 months with all business requirements of both projects delivered. Thanks to close cooperation between Pricefx and Enehano team we were able to find solutions for all challenges and come up with a solution that meets the expectations.
To move our HelpDesk onto Salesforce was a decision that we made after evaluating the pros and cons of having a separate solution to support this business function. As we have all data about customers and their products in Salesforce we have decided that moving forward with Salesforce in this area will be the best option for us. Having our HelpDesk on Salesforce makes our service processes more effective and also gives us required flexibility in changing of existing processes and adding new service processes and models. It’s still too early to exactly calculate the impact, but we already see that this change has made it more effective and we have positive feedback from users.
To move our HelpDesk onto Salesforce was a decision that we made after evaluating the plusses and cons of having a separate solution to support this business function. As we have all data about customers and their products in Salesforce we have decided that moving forward with Salesforce in this area will be the best option for us. Having our HelpDesk on Salesforce makes our service processes more effective and also gives us required flexibility in changing of existing processes and adding new service processes and models. It’s still too early to exactly calculate the impact, but we already see that this change has made it more effective and we have positive feedback from users.
CSOB is part of CSOB Group & multinational company KBC with over 1 million clients. CSOB management haven’t been satisfied with the performance of their sales department so they decided to significantly improve their sales network & implement Salesforce Service Cloud with help of Enehano.
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