Salesforce Integration
Our seasoned team of Salesforce Consultants dives deep into your business needs, distinct cloud-based plus on-premise systems, and existing workflows.
Armed with these insights, we build complex Salesforce Integrations to address your business priorities, build operational efficiencies, and transform customer experience.
Our Key Salesforce Integration Solutions
Salesforce Service Cloud enables us to automate and centralize the customer service and support functions. Amongst other benefits, its integration with your indigineous data assets and workflows allows for a huge improvement in customer experience processes.
Within the gamut of Service Cloud, our team has done exhaustive work in building robust Exchange Claim Management and Retail Call Centre Systems for Cannabis Retail.
Exchange Claim Management System:
From State and Brands to the fine print within Product Types, we examined every aspect of Return Cycle in Cannabis Retail to build a fully-automated workflow of logging Return Request as well as of Processing Claims.
For cases that warrant manual intervention, the system equips Customer Support Execs (CSE) with a built-in, comprehensive checklist to help take the right decision at the right time and eliminate scope of conflict or dispute.
Not an easy feat for Cannabis Retail given what can be returned and where changes radically from one state to another, one brand and product to another; even one store to another!
Retail Call Centre System:
Triggered with the need for deeper call analysis and personalised customer experience, our team works closely with business leaders to migrate your call centre system to Salesforce Service Cloud efficiently and quickly.
The Salesforce Service Cloud comes with a powerful ability to quickly and easily create a case. That means each time a customer calls, the system will auto-populate customer information and map it to the purchase history. In fact, your have all the essential information handy even before answering the phone.
This is a force-multiplier in a fast paced environment customer support environment because now your CSEs can skip the administrative tasks of logging data and jump right into delivering the most empathetic, personal, and timely experience to your customers. Qualities that aren’t simply desirable, but critical in Cannabis Customer Support.
Salesforce Sales Cloud powers your thinly spread-out sales team, across geographies, to sell faster and smarter. It automates routine tasks, directs focus to activities that directly contribute to sales figures, and provides actionable sales intelligence.
To address the complex business needs of our Cannabis Retail client, our team leveraged Sales Cloud to design integrations that give clever, automated workflows with far-reaching impact on sales as well as user experience.
Unified view and access of Dynamic Account and Contact Information
- pulled real-time through legacy data sources including MS Excel and CSV;
- made accessible through surface devices to reduce data logging redundancies
Create-Track-Report Sales Opportunity & Campaigns
- map sales activities to targets special events new launches;
- track progress & course correct;
- track booked revenue campaign cost vs ROI
Power sales activities and tracking through Geopoint MAPS integration
- access complex actionable data like – Inactivity Period on Account; Revenue Trend Best Selling Product and more for a geographical unit;
- optimize daily sales route based on real-time traffic conditions;
- plan track log activity details in one click through integration of personal planning softwares like MS Outlook and features like check-in and check-out;
- use all this available sales activity data to coach and mentor field sales on a real-time basis
Salesforce Integration can transform your business outcomes. Here’s how…
360-degree view of business critical and actionable data to enable timely and effective decision-making
Automate administrative, routine tasks into integrated workflows that improve user experience and build efficiencies
Ensure data security via HIPAA compliant systems
Salesforce Service and Sales Integrations tailor -made to your needs provide highly
bespoke analytics. Those that speak the language of your business and industry!