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Case Study

Client is a company that manufactures textile products in Mexico and LATAM

Client Background

Client is a company that manufactures textile products in Mexico and LATAM

Client Need

Develop SF App to automate the process of lead generation, qualification, assignment and management, maximizing the return on investment.
  • Grow revenue by connecting the customer throughout the process to maximize conversion to purchase of company products.
  • Generate a customer base that can make repeat purchases, motivate upsell and cross sell ticket growth and over time
  • Create a community for Partners.
  • Digitally acquire new prospects in a secure, connected and automated way.
  • Connect the ERP to have Materials and Prices up to date.

Our Solution

Architected and implemented SF core development and eco-system
  • Upgrade of the platform to the Lightning version.
  • Migrate the custom features developed in Salesforce platform to Sales Cloud.
  • Implement a community to integrate Resellers.
  • Mapping and migration of Objects, Fields and Validation Rules.
  • Collaboration Rules, Profiles and Roles, user configuration.
  • Flow processes implementation.
  • Template preparation and data loading on target.
  • Sales Cloud integration with Marketing Cloud.
Features & Capabilities that we built:
  • Lead Management
  • Opportunity Management Process
  • Products & Price Books
  • Built of Flows, Apex classes, Visualforce pages and triggers.
  • Reports and Dashboards.
  • Marketing Cloud integration.
  • SF Experience (Partner Community)
  • Dashboards & Reports
  • Integration with SAP ERP 6.0

Tools & Technologies

Salesforce Marketing Cloud, SAP ERP 6.0

Key Benefits

Sales cloud Implementation
  • Lost opportunities (revisit and resend)
  • Improved match with customer (improved positive hit rate)
  • Increase Lead acquisition
Integration with Marketing Cloud
  • Create Mass e-mailing campaigns
  • Send bulk SMS
  • Analyze customer characteristics for segmentation
  • Automate and manage campaigns
  • Qualify commercial opportunities
  • Manage landing pages and online forms
  • Analyze the customer journey
  • Interact with current and potential customers
  • Coordinate campaigns with customer service, sales, mobile and social media efforts
  • Security and access, in addition to extracting and logging data
Case Study KeyPoints


Digital Product Engineering

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