Introduction
Our client is an American global fashion company that was founded by the mother – daughter duo and sells merchandise for girls that the founders would prefer to wear. The brand promotes the passionate dreams of the founders as they intend to build a community of girls, involving girls in almost whatever they do. They offer active wears and leggings for girls, chic prints and all – high on comfort levels.
We worked with client in two different areas – Salesforce Implementation and Salesforce Integration with Shopify.
Problems & Challenges
- Client wanted an implementation of Salesforce CRM as they sought sales data to make faster and better-informed decisions.
- Required a single integrated platform for CRM and e-commerce information from a single place with a given structure in place.
- Get real-time information on orders, sales products etc.
- Eradicate gaps in communication with the clients due to odd hours.
- Fix the bugs, even at odd hours.
- Work proactively with the client for earning goodwill with the clients.
Solution
We offered the following as part of Salesforce implementation services:
Standard Functionality
- Setup Layouts: To show the information for each customer
- Fields: To store each customer data in the SF.
- Objects: To store the bulk data of the customer.
- Validation Rule: To prevent the junk / garbage Data in the SF.
Automation Functionality
- Process builder: For Notification in between the Customer and Sales Person.
- Workflow Rules: Automate the business rules and Logics.
- Email functionality: Email template to send the emails – internally and externally.
- Case Management Functionality: To store and solve the Audience queries.
Custom Functionality
- Visualforce Page: To store the information from the Audience.
- Apex class: To apply the business logics and Rules.
- Trigger / Batch: To update the business logic and validate the data.
Reports & Dashboard
- Reports: To check the daily response of the Audience and Filter the data according to the Sales person interest.
- Dashboard: To represent the graphical presentation in the meeting to the senior management or other client.
- The client also wanted integration with Shopify, an e-commerce platform for achieving a higher growth for their ecommerce business.
- We offered the Shopify integration to make data available – from Shopify to Salesforce, syncing contacts and customer data, automated order processing and sales activities of single/multiple stores, product information and product line item and costing.
- A centralized dashboard for several Shopify stores.
- Process bulk data from Shopify store to Salesforce.
- Manage effectively inventory with order and product synchronization.