A leading Sales & Service Training firm wished to develop a strategic tool in custom lightning component to analyse complex selling opportunities and develop strategies for success. A lightning component design was proposed which would leverage SLDS and grid system for responsiveness.
Client Information
- The client is a proven leader in sales performance bringing game-changing insight to sales leaders.
- Increases business performance through sales training, customer service training and customer experience strategy.
- Has helped some of the world’s largest global organizations improve Sales performance.
- Has greatly been associated with accelerating sales growth and business transformation.
Business Requirement
- The client wished to develop a strategic tool in custom lightning component to analyse complex selling opportunities and develop strategies for success.
- Focus should lie on customer’s decision making process and individual people who make the buying process .
- It should have the ability to highlight Red Flags that establish flaws in the Strategic Sales Position.
- It should reflect which opportunities could be won and how to win them fast, which one needs to be dropped/parked because timing is not right or value can’t be added to the customer.
- A clear and concise way should be put forward to move ahead with the account opportunity and hopefully help the facilitation of its closure.
Solution
- As part of the solution, a lightning component design was proposed which would leverage SLDS and grid system for responsiveness.
- The lightning component was a complex one which had features like
- Drag and drop
- Slider
- Custom lookups
- Dynamic tables
- Rich Text editor
- Dynamic field highlighting
- To implement the above features, lot of reusable components were created
Technologies : Apex, SLDS, Aura, jquery, lightning component events.
Key Highlights
- Impressive design with an easy to use User Interface.
- Handled lot of lightning limitations and built custom components with the use of jquery and aura.
- One page application to handle multiple user scenarios.
- Increased productivity of Sales Rep as number of clicks reduced.