Salesforce retail solution for supply chain management

The client under question is a startup selling organic cosmetic products throughout their native land. Having worked in the same jurisdictions for the past 12 years, the client wished to expand their business to international frontiers. For the same, they contacted RavStack, where we gave them the idea of a Salesforce retail solution. Please have a look at how we transformed a thought into reality through our experience and intellects.

The challenges

Difficulty in providing one-to-one customer experience

The company was known for its one-to-one customer support. It had become their USP during 12 years of business. And even after the expansion, they didn’t want to lose that touch in themselves.

Manual data updation was a headache

Having a small circle of functionality, every data was updated manually. But with the rise in the scope of functionality, the data would have been more, and it won’t be easy to monitor it manually. Hence, a system was needed to be designed to take care of all the large scale data.

Management of multiple accounts

With a widened scope, the management of the suppliers has become even more complicated. But due to having hundreds of partners, the task can become easy if they all get their accounts.

Solutions

Routine automation

Smart work is the key to success. Hence we tried to automate all the trivial tasks such as sending transactional emails, order confirmations, and shipping notifications. This automation helped to focus more on the more critical tasks which need personalization and individual attention.

Prediction-based personalization

This feature helped to produce more relevant recommendations, and it also helped in linking the customer’s search history with his browser history so that suggestions can be merged with various website profiles for pitched sales.

Customer Journey and Personalization

The journey of the public to the customer was carefully noticed and observed by us. And each type of communication process was turned into an opportunity of engagement, which can convert a one time shopper into a loyal buyer.

Along with this, we gave particular emphasis to timely delivery, relevant articles, notifications about new arrivals, and other kinds of invitations.

Syncing data company-wide

ERP data sync

It helps the customers add only those items in the cart which are in the stock. When the order exceeds the in-stock number, it automatically shifts to the partner brand.

Web store data sync

It helps to add new customers seamlessly without any deletion or duplication in the data. With the complete data of the customer along with his information and browsing habits, the team can better understand the shopper and his marketing needs.

Development process

Requirements collection and analysis

Our salesforce consultants started collecting the data and knowing the expectations of the client so that the result coordinates with the desires of our mighty client. After understanding the requirements, the team came up with the roadmap of how the work is to be done. Then it was further shared with the client to ensure that everything goes as per the desires.

Salesforce configuration

RavStack’s team configured the Salesforce’s out of the box features, set up the reports, dashboards, and workflows. The team also enabled Salesforce Einstein-powered analytics. The Salesforce-approved tools came handy at the time of various customizations.

Data synchronization bridge

RavStack also developed and integrated a Bridge Web Application into the Salesforce system to enable the data synchronizations between customers and systems.

Continuous Testing

The solution’s performance, security, and usability were tested at each step.

Salesforce Retail CRM

Salesforce Sales Cloud, Salesforce Platform, Salesforce Service Cloud, Lightning Platform, Salesforce Einstein

Salesforce Integration with the web store

Lightning Component, REST API, Apex Code

Results

Our Salesforce Retail CRM Solution helped our client reach the zenith of his happiness with outstanding results. The company was able to gain new demographics without losing old clients.

At the same time, a large amount of work was made automated, which helped to focus on the crucial functions. This automation not only increased the efficiency of the working but also improved the quality of the functioning.

Now the company is expanding to new demographics, winning new markets, and converting the one time shoppers to loyal customers. And to everyone’s surprise, the customer sales grew by an excellent 38%.