Sales & Order Processing Streamlined via Salesforce

Published on
June 28, 2024
Salesforce service cloud

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Overview

A Georgia-based company stands out as the leading provider of exceptionally functional and versatile power lift recliners. With a strong commitment to affordability, they offer their top-quality lift chair recliners to customers across the nation. Drawing upon their extensive 10+ years of experience in the furniture industry, the company set out on a mission to create a unified interface capable of seamlessly managing their entire sales, order, and payment processing operations.

Highlights

Addressing the client’s specific needs, AppShark has come up with a comprehensive solution by implementing the Salesforce Sales Cloud and integrating it with the following:

o Microbilt

o Dialpad CTI

o Pipes

o AssureSign

o QuickBooks Payment Integration - Repay and Converge

The process begins with a lead creation in Salesforce, sourced from Pipes, and gets converted into an Account, Contact, and Opportunity. To enhance customer insights, Microbilt determines the customer's iPredict score, which is then associated with the Opportunity.

Streamlining the customer journey, the solution enables the generation and sharing of contract documents using Assure Sign based on the customer's chosen shipping method. It also provides a robust framework for handling payments and invoices. With the integration of QuickBooks Payment Integration with Repay and Converge, payments are processed seamlessly, and invoices are managed efficiently. Additionally, this tailored solution facilitates order creation and tracking, handling recurring payments with the designated schedule and thereby ensuring smooth operations throughout the entire sales cycle.

Outcome

By leveraging the new tailored solution, the client was able to experience significant time savings. AppShark helped the client by implementing an end-to-end CRM solution that serves as a centralized and streamlined system. It enhanced the management of Opportunities, Quotes, and Product-related tasks, ensuring greater efficiency and accuracy throughout the entire sales cycle. Also, implementing this platform and integrating it with various functions has had a transformative impact on the company enabling it to optimize operations, drive productivity and revenue growth, and ultimately enhance customer satisfaction.