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BlueBox Quote System
Quote-to-Checkout Automation
A connected customer flow for quoting, package selection, payment lifecycle, attribution, and CRM follow-through.
CheckoutPaymentsSalesforceAttribution
Test coverage
22
Focused test files across checkout, payment, CRM, alerts, and attribution.
My role
Workflow ownership, implementation, CRM mapping, testing, and production verification — built with AI assistance
System state
Live customer workflow
What I built
A durable customer path from quote selection through payment, attribution, and CRM follow-through.
Problem
- Customer choices, payment state, advertising attribution, and CRM follow-up were separate concerns.
- A successful payment still needed reliable downstream actions if an external system was slow.
- BlueBox and BoiseBox shared code but required separate marketing and CRM attribution.
What I Built
- Responsive quote and checkout flow
- Supabase persistence
- Payment lifecycle handling
- Salesforce Lead and Opportunity handoff
- Staff alerts
- Brand-specific attribution
Solution
- Persisted quote and checkout state before running downstream CRM and notification work.
- Added saved post-payment jobs so retries stay safe and duplicate actions are avoided.
- Mapped each brand to the correct attribution and Salesforce values while keeping one maintainable flow.
Business Impact
- Connects the customer-facing quote to the real operational follow-up path.
- Makes payment and CRM work recoverable instead of dependent on one request finishing perfectly.
- Gives marketing attribution a verifiable destination in the lead record.
Lessons
- A polished checkout is only complete when the downstream business work is durable.
- Tracking should be verified at the final CRM field, not only at the browser event.