Skip to main content

Grow your business with Salesforce. Success Stories for Small Business. Story #2

Sales Cloud Implementation for GS Bavaria

Published by jetbi
22 February 2023


GS Bavaria, a Germany-based startup company, manufactures nanopowders, nanocomposites, and new innovative materials.



GS Bavaria did not have a cohesive platform or process for tracking data; some data was stored in spreadsheets and could not be easily shared between team members. The Team also used a manual quoting process that was affecting their productivity badly.  

To empower the team to collaborate and accommodate future growth, GS Bavaria approached us to develop a centralized place to manage potential and existing customers, quotes, and contracts.


Project Scope

  • Salesforce Sales Cloud (Professional Edition) setup for 5 users; 
  • Automation of the quoting process through Products and Price Book configuration and creation of Quote templates; 
  • Gmail to Salesforce connection through Einstein Activity Capture;
  • Analytics setup (dashboards for daily, weekly, and monthly performance and reporting at individual, team, and manager levels);
  • Ongoing maintenance and support services.


Project Results 

Our tailored-made solution was implemented considering the limitations of the Salesforce Sales Cloud Professional Edition and within the two-week delivery window. Using out-of-the-box Quotes, Products, and Price Book functionality, the JET BI Team streamlined the pricing model of GS Bavaria to improve their quoting efficiency. 


The proposed solution included: 

  • Development of a central system to store, manage and analyze data about potential and existing customers. Sales Cloud standard objects made it possible to seamlessly manage incoming leads, qualification stages, quotes, and contracts; 
  • Setup of Products and Price Book ensured goods would be easily trackable and their actual price could be used to calculate a deal’s amount at the time of sale;
  • Product Catalog allowed to quick create accurate quotes and proposals as well as eliminate data entry errors in opportunities, quotes, and contracts, 
  • Configuration of Quote templates enabled the sales team to send their customers multi-dimensioned quotes, consisting of pricing, quantity, and discount, just in several minutes compared to several hours in the past. All quotes generated are now easily reported in a consistent format;
  • Standard and enforceable quoting process improved pipeline traceability;
  • Thanks to the connection with Gmail done through Einstein Activity Capture, automatically generated quotes could be sent from Salesforce with a click as well as saved in the history; 
  • Comprehensive reports allowed for reflecting the state of Leads, Accounts, and Opportunities.
Start your project now
  • 1 Sales Cloud Certified Consultant
  • 1 Sales Cloud Certified Administrator
  • Salesforce
  • 2 weeks
Question to the expert

We have available resources to start working on your project within 5 business days

1 UX Designer


1 Admin


2 QA engineers


1 Consultant


Steps following request submission



After receiving your request, we analyze it and we offer free online meeting slots (via email) so that we can discuss your needs in as much detail as possible


We begin gathering all necessary requirements to create comprehensive estimates, including timelines, resource allocations, risk assessments, and underlying assumptions.


Once all preparations are in place, we will initiate the project and move forward with the planned tasks