Bid Management

About Client

An Asia Pacific trading conglomerate, with core businesses operate and serve in the industrial, motors and logistics sectors as well as the healthcare, and insurance segments.

Business Scenario

Business Scenario

The Client is using Salesforce CRM to manage their various business operations which includes a significant part of Clients Motors business for which they already have their customers data in Salesforce. Leveraging the existing customer information, Customer wanted to build a functionally in their existing Salesforce which can act as a Bidding platform with the following features:

Astrea IT Approach

Astrea IT team held requirements discovery discussions with Customer stakeholders to formulate an appropriate approach on how to go about the implementation of the bidding platform.

Astrea IT team created custom pages in the customer’s existing Salesforce instance to implement the bid functionality. The team made use of Aura components for Salesforce Lightning Look and feel. And they use visualforce pages to make them visible in Salesforce Classic Look and feel, they used Flow builder and Validations rules to automate business processes running in Aura components.

Dealer Management

Dealer Management Page

Dealer Record in this Page, which Dealer is associated with is ‘Active is True; Blacklisted is False & set the B2B checkbox is true by default’

Bidding Form

Bidding Form

Showcases bidding vehicle details, Verification of the customer details and showcases bidding vehicle details.

vehicle Management

Vehicle Purchase Management Page

Vehicle Record in this Page, which Vehicle is associated with the Opportunity field ‘Closed Opportunity is false & Type is Vehicle Purchase.

Bid Management

Bid Management

Dealer Record in this Page, which Dealer is associated with is ‘Active is True; Blacklisted is False & set the B2B checkbox is true by default’

Outcome

Astrea IT team built a comprehensive functionality in customer’s existing Salesforce instance to manage bids for vehicles. The customer can seamlessly manage any other aspects of their business operations while managing bids for vehicles in the same instance.

  • Robust functionality handling large amounts of data with ease.
  • The functionality is fully automated and user friendly.
  • The new Bid management functionally helped the customer to develop a new revenue stream.
  • Time Saving.
  • Seamless Data management

Technologies/Tools

Custom And Standard Objects/Fields, Aura Component, Visualforce Page, Apex, Flow Builder, Validation Rules

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