Salesforce Integration With Shopify
Introduction
Our client is one of the largest Dental Services Companies in the US providing all types of dental services. It has millions of customers all over the world. It offers teeth devices to the clients from home, without visiting the dental offices. It has a network of referral and affiliate dentists and Orthodontists. It offers high-quality teeth devices such as aligners and retainers with certified dental technicians.
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.
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