8 min read

Workflow Optimization with Sales Cloud and CPQ

Published on
May 28, 2024

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An innovative media enterprise, situated in New York City, is pushing the boundaries of creativity in the realm of outdoor advertising. With a strong focus on generating revenue for its esteemed partners, it provides exceptional opportunities for advertising clients through captivating signage. Its extensive network of remarkable partners and a dedicated team have contributed to expanding its asset base, encompassing an impressive 42,000 advertising faces, resulting in over 1.6 billion annual impressions.

Catering to a diverse client base, the company aims to enhance operational efficiency by centralizing key services. This includes effectively managing inventory, streamlining proposal and order processes, and ensuring efficient contract management, all from a single, centralized location. 


In response to the client’s challenges, Team AppShark has implemented a solution using Sales Cloud and CPQ in order to optimize Salesforce for accurate data storage. They created a custom object model that utilized both standard and custom objects, ensuring efficient management of accounts, opportunities, products, carts, and orders. They also developed custom lightning components for specialized processes, like an Ad calendar for face selection, a supercharged shopping cart, and the ability to add multiple products with unique attributes while keeping validations in check.

To streamline customer interactions, the company harnessed the power of out-of-the-box CPQ features. This allowed for the seamless handling of customer contracts, tracking artwork, handling agreement changes, and scheduling installations. Flow automation was employed to generate invoices, provide status updates, and send notifications. Additionally, Salesforce was seamlessly integrated with DocuSign to facilitate electronic signatures for contracts. To enhance overall financial management, Salesforce was integrated with QuickBooks through REST APIs, allowing for the synchronization of estimates, quotes, invoices, and payments between the two systems.

Furthermore, Salesforce mobile was configured to enable users to view reports, access dashboards, and track and update install orders using their mobile devices.


The client experienced significant time savings through the implementation of a streamlined solution. It allowed them to efficiently track and manage Products, Carts, Art-Work, Ad Calendars, Orders, and Invoices from a centralized platform. AppShark's end-to-end CRM solution optimized processes, such as customer agreements, face selection with a calendar and cart, opportunity-to-order creation, artwork tracking, invoice generation, change outs and change out agreements, install schedules, face release, replacement, and comprehensive reporting with a 360-degree view of customer information, all in one location.