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THE NEW APP ’ S ORDERING EXPERIENCE
RETRIEVES A LIST OF DOCTORS ASSOCIATED WITH A PRACTICE SO THE REP CAN MAKE THE RIGHT
SELECTION . get organised , the company had outgrown it and the executive team wanted change .
Reps needed pricing logic to uncomplicate the process for the customer service team . The company also needed order traceability , formal reporting and a better way to track KPIs .
Salesforce could address TissueTech ’ s needs for almost everything . The big missing piece ? A strong user experience .
“ We weren ’ t able to deliver the custom branded solution ,” Labrada said . “ We knew that if we wanted to achieve something without a thirdparty solution , we ’ d have to go to a developer .”
How TissueTech reps gained a consumer-grade order management experience with a custom app
When it came to the new configure , price and quote ( CPQ ) app , a branded solution was key . TissueTech reps also cared about user experience and performance .
In less than eight weeks using Skuid , TissueTech built a custom , mobile-friendly app that reps could use at their desk or on the go , drastically improving the order management workflow . All without writing code and with a thoughtful Salesforce UI design for better user experience .
Using Skuid , TissueTech built an order management wizard that guides reps through a shopping cart experience . They start with a product selection screen and from there , the system efficiently gathers all the data points needed to correctly process an order .
At the outset , reps select an ‘ add product ’ button that calls TissueTech ’ s product catalogue from Salesforce . For the shopping cart experience , a panel slides out over 70 % of the screen so reps can see the product in the cart . With Skuid , they have the flexibility to set that sliding percentage to whatever they ’ d like .
To build this feature , TissueTech used the action framework within the Skuid Composer to call Salesforce Flows and Process Builder . The Composer is where the page-building magic happens . As a managed package , Skuid inherits everything in Salesforce and Skuid models bring the organisation ’ s data into the pages they build . It is possible to have as many models on a page as required .
With the CPQ app , the ‘ add product ’ button retrieves product and pricing details and opens the sliding panel . By using a sliding panel , TissueTech optimised page
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