Salesforce CRM Implementation For An E-Commerce Business

Salesforce CRM Implementation for an e-Commerce Business

Project Overview

A centralized system that focuses on customer support & management. Tracking of orders, quotes, invoices, products can be done efficiently. Third Party tool like FedEx & its integration with Salesforce CRM strengthens the overall business process. E-Commerce portal integration with Salesforce CRM improves the quality of Customer Support management.

Business Challenges

  • No capability to track shipments, orders, invoice, quotes & product movements.
  • No automated process to manage the data efficiently.
  • No system to efficiently handle the customer’s queries.
  • Maintenance & support cost went high with other vendors.
CIRRUS-LED Salesforce Case Study

Proposed Solutions

  • Technology: CRM
  • Platform: Salesforce CRM (Sales Cloud, Service Cloud & Marketing Cloud)
  • Other Tools: FedEx, E-Commerce Portal
  • Team Size: 4
  • Implementation Model: Agile
  • Engagement Model: Onsite/Offshore
  • Work flow implementation for quotes, invoices, orders & products
  • Integration of e-Commerce portal with the Salesforce CRM
  • Integration of FedEx with Salesforce CRM
  • Custom UI/UX, layouts & fields created for the rich look and feel.

Results

  • Tracking of Orders, Sales, Quotes, Invoices, Orders & Products makes the system easier to gain insights & manage the high volume of data
  • Website Integration with Salesforce improves the customer support management system
  • Integration of FedEx system with Salesforce ensured the easy tracking of delivery status.
Software Solutions

The team is knowledgeable and diligent in their approach with fantastic attention to detail. The timescales are precise and all tasks are completed within.

Mark Gould
Chief Operating Officer
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