Canada
Puerto Rico
USA
Belgium
France
UK
India
Client Background
A leading textile manufacturing company based in Mexico and LATAM, specializing in high-quality textile products. The client aimed to modernize their business processes by developing a Salesforce App to streamline lead generation, qualification, assignment, and management. Additionally, they sought to enhance customer engagement, foster partner relationships, and ensure ERP connectivity for accurate materials and pricing updates.
Client Need
The client faced several challenges that were limiting their ability to efficiently generate and manage leads:
Absence of an automated system for managing lead generation, qualification, assignment, and tracking
Limited customer engagement throughout the sales process, resulting in low conversion rates
Lack of integration with ERP systems, leading to outdated materials and pricing information
Dependence on inefficient manual processes, restricting growth and reducing customer engagement
Solution
Our team designed and implemented a comprehensive Salesforce solution to modernize the client's operations and drive better engagement:
Salesforce Lightning Upgrade: Upgraded the platform to the Lightning version for enhanced user experience
Sales Cloud Integration: Migrated custom features to Salesforce Sales Cloud to streamline lead management
Partner Community Integration: Created a community to integrate resellers and foster better collaboration
Data Migration: Mapped and migrated objects, fields, and validation rules for seamless data flow
Flow Process Automation: Implemented Salesforce Flow to automate key processes
Marketing Cloud Integration: Integrated Sales Cloud with Marketing Cloud to synchronize campaigns and better manage customer journeys
Features & Capabilities Built
We implemented the following features within Salesforce:
Lead management
Opportunity management process
Products and price books
Built flows, Apex classes, Visualforce pages, and triggers for automation
Reports and dashboards for tracking and insights
Marketing Cloud integration for synchronized campaigns
Salesforce Experience (Partner Community) for resellers
Integration with SAP ERP 6.0 for real-time data access
Realized Benefits
The transformation delivered significant improvements:
Improved lead acquisition with automated lead generation and qualification
Better customer match with enhanced lead-to-customer matching, increasing the positive hit rate
Increased campaign efficiency with mass email campaigns, SMS sending, and customer segmentation for targeted outreach
Streamlined marketing automation with improved management of campaigns, enhancing customer engagement
Actionable customer journey insights with data-driven targeting and higher conversion rates
Aligned cross-channel coordination with integrated efforts across sales, customer service, mobile, and social media
Enhanced data security with robust access control, logging, and extraction capabilities
Tools & Technologies
Salesforce Marketing Cloud
SAP ERP 6.0
Salesforce Sales Cloud
Salesforce Flows
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