Technology, digital signage hardware and softwareDigital Signage Hardware Company
A digital signage hardware company replaced a manual quoting process with Salesforce Revenue Cloud connected to its ERP, tax engine, and shipping carrier, so every quote includes accurate pricing, taxes, and shipping in one system.
A company manufacturing and selling digital signage media players and software to enterprise customers worldwide quoted through a mix of manual steps and disconnected systems. Products, orders, and inventory lived in the ERP, while quoting happened outside any integrated platform.
The challenge
Reps had to build quotes manually without visibility into live inventory or pricing from the ERP. Tax calculations required a separate process, shipping costs had to be estimated outside the quoting system, and orders had to be re-keyed into the ERP once a deal closed.
The solution
SiiMPLY7 implemented Salesforce Revenue Cloud with the company's product catalog and pricing, then built a comprehensive set of integrations. MuleSoft served as the integration layer, with a two-way NetSuite sync that brought customers, opportunities, quotes, and orders between the two systems, and inventory and product data flowing back from NetSuite into Salesforce. Avalara calculated tax directly on quotes, and FedEx calculated real-time shipping costs. A custom quoting UI streamlined managing deals across multiple resellers.
Implementation highlights
What we built.
- Revenue Cloud configured with full product catalog, pricing rules, and quote templates
- MuleSoft integration layer connecting Salesforce to NetSuite, Avalara, and FedEx
- Two-way NetSuite sync bringing customers, opportunities, quotes, orders, and inventory between systems
- Avalara tax integration calculating tax on quotes by address and exemption status
- FedEx integration for real-time shipping cost calculation on quotes
- Custom quoting UI for managing multi-reseller deal flow
Results
Inventory and product data flows from NetSuite into Salesforce automatically
Tax and shipping calculated in-system, eliminating manual lookup and re-entry
Closed deals sync directly to the ERP without manual entry
Engagement summary
SiiMPLY7 delivered a Revenue Cloud quote-to-order flow on top of a MuleSoft integration layer, connecting quoting to the ERP, tax, and shipping so every quote is accurate and closed deals flow to the ERP without re-entry.
What's next
With the core quote-to-order flow automated, planned next steps included extending the integration to handle more complex order scenarios and refining the multi-reseller quoting experience.
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