Seamless Integration and Custom Solutions for Order Management

Published on
June 28, 2024
Salesforce service cloud

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Overview

An American luxury leather goods brand known for its rich heritage has been the go-to for generations of refined, global customers. With an unparalleled commitment to the finest materials and craftsmanship, the company is opening a new flagship store in New York. But to fulfill its transition to a Shopify-based e-commerce system, the client should be able to access sales data from both e-commerce and retail platforms from a single point. Therefore, the company is in need of a single-source system that enables it to track revenues and orders from different sources.

Highlights

Acknowledging the client’s difficulties, Team AppShark implemented a solution using Sales Cloud. They created a custom object model to ensure accurate data storage for products, carts, and orders. Salesforce is integrated with Shopify using the Eshop Sync Appexchange product, allowing the synchronization of products, carts, and orders between the two platforms. Additionally, integration with the Lightspeed POS system is established to sync customer, order, payment, and shipping information, providing a 360-degree view of the customer in Salesforce for enhanced reporting. Also, Salesforce mobile is configured for easy management of opportunities and orders and convenient access to reports and dashboards via mobile devices.

Outcome

With the help of a personalized approach, the client is able to unlock valuable time savings. This solution revolutionized the ability to track and manage products, carts, and orders from a single, unified platform. AppShark’s end-to-end CRM solution created a streamlined system that improved order management, inventory control, shopping cart functionality, and reporting capabilities. This centralized platform empowered the company to work more efficiently and make informed decisions, resulting in increased productivity and customer satisfaction.