Contract workspaces
Salesforce components and workflows supported customer contracts and rate-management tasks.
PROJECT / HEALTHCARE & WELLNESS
Bring contracts and rate requests into one workflow.
For a healthcare logistics business, Growbiz connected Salesforce contract workflows with an existing pricing system.
01 / GROWBIZ SOLUTIONS
The work behind the requirement.
Staff needed to manage customer-specific contracts and rates while continuing to use an existing pricing engine. The work had to connect commercial records, pricing requests and the documents used by the team.
02 / GROWBIZ SOLUTIONS
What we built.
Pricing requests
An API integration submitted work to the existing pricing engine and tracked asynchronous job results.
Documents and handoffs
Rate and contract information supported document generation and the next steps in the commercial workflow.
03 / GROWBIZ SOLUTIONS
How the pieces connect.
Salesforce connected to the legacy pricing engine through REST APIs. Tracking request status mattered because a pricing response could arrive after the initial request. The work supported the commercial team’s contracts and rates, with existing pricing logic kept in the connected system.
04 / GROWBIZ SOLUTIONS
Start with the handoff that causes the most work.
Show us where information is re-entered, what your team waits for and which systems must stay. We can then discuss an approach and the information needed for an estimate.