Girikon discovered through a series of workshop with the client that there was a heavy reliance on Excel sheets. For the client Excel provided the flexibility required to deal with the large number of products, discount, price logic and ability to copy line items as required. The existing practices lacked standardization is an un- reliable process and was error prone.
Anonymised Client Profile
Girikon discovered through a series of workshop with the client that there was a heavy reliance on Excel sheets. For the client Excel provided the flexibility required to deal with the large number of products, discount, price logic and ability to copy line items as required. The existing practices lacked standardization is an un- reliable process and was error prone.
Key highlights and features
Automation of the complex Quoting processes on the Salesforce platform, previously managed with using Excel spreadsheets which was found to be cumbersome.
Cost calculation logic from multiple excel sheets were merged into one view in Salesforce. Price rules, Product rules, Discount Schedule and Calculator API were also used.
Custom solution to maintain cost summary with multiple future inflations in one screen designed.
Client Feedback
Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of.
Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours.
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