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- Struggling to manage multiple systems for Ecommerce store and CRM needs.
- Needed the ability to Quote/Back Order while placing the Order.
- Challenges in managing Work orders with barcode scanning
- Multiple portal for buying products
Challenges
Solution
- Create Salesforce B2B Commerce Store front with customizations to accommodate below –
- Custom reports, dashboards and list views for CRM purposes.
- Created affiliate portal for getting maximum leads which turned into orders, generating revenue
- Created customer portals to view their orders, cases
- Created a custom dev for generating WO
- Accommodated service setup so that all order related cases can be acknowledged on priority basis.
Benefits / Highlights
- Client had a ROI increase of 35% as all the data came in 1 place which helped in removing all the efforts, time, manpower and human errors needed for manual work of syncing.
- Many other custom-developed features according to business needs like Back Order, generation of WO, shipping to multiple locations etc made the system more robust and powerful.
- Getting multiple orders through affiliate portals, backend ordering system.
Snapshot (Storefront setup)
Lanyard Store
Product PLP
Product PDP
Cart page
Affiliate Portal
- The purpose of affiliate portal is to generate leads and generate business for lanyards through this portal
- Leads will be generated through portal and ability to see the status of those leads
- Generate the revenue and get the commission for the leads.
Backend Ordering
- Ability to order through sales rep for most of the business via CRM
- Ability to generate Work orders and scan the barcodes for WO
- Ability to add different types of product types based on customer
