Client Background
Client is a company that manufactures textile products in Mexico and LATAM
Client Need
- 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
- 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.
- 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
- Lost opportunities (revisit and resend)
- Improved match with customer (improved positive hit rate)
- Increase Lead acquisition
- 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
