Visa Consultancy

Company (Migration + CPQ)

Client Overview: A USA-based Visa consultancy company, specializing in visa services, was using Salesforce Sales Cloud, HexaBPM, and Experience Cloud. The company’s sales team used these platforms to sell visa services, while clients could directly sign up and purchase these services online.

Business Needs:

1. Migrate all Visualforce (VF) Pages to Lightning Web Components (LWC).

2. Implement Salesforce CPQ for the Quote-to-Cash cycle.

3. Integrate Salesforce Billing.

SeedData Systems

Approach

Parallel Development Cycles:

  • Initiated two parallel development cycles: one focused on migrating VF Pages to LWC, and the other on developing CPQ functionalities.

CPQ Development:

  • Identified workflows for CPQ development and aimed to replicate the functionalities of HexaBPM within the new system.
  • For new customers, the CPQ system was utilized, while existing customers continued with HexaBPM until their contract renewal.

Prioritizing Migration:

  • Initiated two parallel development cycles: one focused on migrating VF Pages to LWC, and the other on developing CPQ functionalities.

Migration and Integration:

  • Planned the migration from HexaBPM to CPQ for customers at the time of their contract renewal.
  • Integrated SAP for billing to ensure seamless financial transactions and reporting.

How We

Helped

Them

  • Successful migration of all VF Pages to LWC, enhancing the user experience and performance.
  • Effective implementation of Salesforce CPQ, streamlining the Quote-to-Cash cycle.
  • Seamless integration with SAP Billing, improving financial management and reporting.
  • Enhanced customer experience with a modernized and efficient system for both new and existing clients.