Published 4 Mar 2024 · Last reviewed 11 Nov 2026
Logistics and supply-chain enterprise
Salesforce pricing, approvals and digital contracts
A process that was 60–70% manual became 90% automated, as reported in 2024
Client
Logistics and supply-chain enterprise
Industry
Other
Salesforce products
Sales Cloud
Integration
FreshBooks, SAP
Delivered by
Techila Global Services, Salesforce Summit Partner
Techila Global Services automated sales operations on Salesforce for a large logistics and supply-chain company in India: region-based pricing with multi-level approvals, a discount matrix, digital contracts without a plug-in, GST tax updates, automated customer onboarding, accounting and SAP integrations, and a Classic to Lightning migration. Automation rose from manual-heavy work to 90%.
The client is a large logistics and supply-chain company in India. Techila Global Services, a Salesforce Summit Partner, delivered the program in phases on Sales Cloud, including a move from Salesforce Classic to Lightning Experience. Source: original Techila case study, published 4 March 2024 (archived copy reviewed 11 November 2026). The client name is withheld pending permission.
At a glance
- Scope
- Pricing, approvals, discounts, digital contracts, tax, onboarding, integrations, Lightning migration
- Original case study
- Published 4 March 2024; refreshed 11 November 2026
- Provider
- Techila Global Services · Salesforce Summit Partner
The challenge
60–70% of the work in the old process was manual. Account details were entered separately for each kind of tracking, pricing had no algorithm, pricing approvals and contracts ran on paper with gaps and delays that lost business, and customer records were not linked to the other processes.
60–70% of the work in the old system was manual.
Account information was entered manually for each kind of tracking.
Creating and managing customer pricing took time and followed no algorithm.
Pricing approvals were manual and paper-based, with gaps.
Contract paperwork caused errors and delays that lost clients and business.
Customer information was entered by hand and not linked to the other processes.
The solution
Techila delivered nine solution areas in phases: automation across the process, an account-centered data model, region-based pricing by shipping method with multi-level approval processes, a discount matrix, a plug-in-free digital contract process, a GST tax update, automated onboarding, FreshBooks and SAP integrations, and a Classic to Lightning migration.
Automation: the process went from 60–70% manual to 90% automated.
Centralized data: every activity is tracked against the Account.
Region-based pricing by shipping method, approved through multi-level, multi-vertical approval processes.
A discount module with a matrix by region and shipping method.
A digital contract process built without a plug-in, tracking IP address, date and time, prices and account details.
Tax updated for GST, automated customer onboarding with email tracking to go-live, FreshBooks account sync and SAP integration after pricing approval, and a Classic to Lightning migration that replaced JavaScript buttons.
Salesforce products used
Results
As reported in the original March 2024 case study, the share of automated work rose to 90% from a process that had been 60–70% manual, and it was running successfully at every level.
of the process automated, up from a process that was 60–70% manual
Pricing approvals and contracts moved from paper to Salesforce
Customer onboarding tracked from sign-up to go-live
Related reading
- Sales Cloud implementation: Techila's Sales Cloud practice.
Related services
How Techila delivers this for your team
FAQ
Frequently asked questions.
What buyers ask after reading this Techila case study.
Region-based pricing with multi-level approvals, a discount matrix, digital contracts, tax updates, customer onboarding, FreshBooks and SAP integrations, plus a Classic to Lightning migration.
As reported in the original March 2024 case study, the process went from 60–70% manual work to 90% automated.
Techila built a custom digital contract process in Salesforce that records the IP address, date and time, mapped price values and account information.
Techila names clients on its website only with their permission. This case study will name the client once that is confirmed.
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