CASE STUDY · Manufacturing
Gal Power System
Industry
Manufacturing
Client
Gal Power System
Integration
Salesforce
Products Used
Salesforce Sales Cloud
GAL Power is a power, generator maintenance, and temperature control solutions provider. In the past 30 years, the company has earned leadership status by consistently supplying high-performance power generators, rental generators, & temperature control equipment to customers all over the world. Customer centricity is the DNA of their business, and they make every effort to prove the same. Today GAL Power is trusted and relied on for helping businesses to stay in power.
01
The Brief
5 challenges
The company was willing to manage its database with the help of advanced and automated CRM tools to streamline its processes. The company was finding it difficult to make important estimations and take data-driven decisions.
To reduce the paperwork and multiple entries for the same estimation lines.
Had to navigate to multiple screens for creating the quotes/estimates.
Calculate flexible discount according to the customer algorithm
Had to manually add data on the estimate formatted document and then share it with the customer.
02
The Approach
Solution
Based on the requirements of the client, we helped the company manage its database better with the help of Salesforce Sales Cloud. We also created Lightning Components for creating an Estimation object. The object contained related estimation line items that can be cloned or replaced based on specific requirements
Created an LC to create estimation data, which has related estimation line items that can be cloned/updated.
This also had dynamic discount calculations and quantity-based calculations.
Created a custom functionality to generate a dynamic PDF in the same format as expected, with estimates included. Also, sending it to the customer dynamically
03
Stack & Tools
04
Impact
Reduced reliance on Excel-based estimations by 90–100%, centralizing all data within Salesforce
Decreased duplicate data entry efforts by 40–50%
Increased Sales productivity and Reduced time spent on quote/estimate creation by 30–40%
Increased follow-up consistency by 60–70% through automated workflows
Reduced operational costs related to manual processing by 20–25%
Improved deal closure velocity by 15–20%, positively impacting revenue realization
Enhanced customer experience leading to 10–15% increase in retention rates
Reduced estimation creation time by 35–45% with single-screen calculations, which helped in improving overall turnaround time
