Salesforce CRM Implementation and Customization – Case Study

Automating order management for faster order fulfillment with Salesforce CRM

Overview

A New-York based fast-casual taqueria chain founded in the year 2009 served authentic tacos which were a huge hit instantly. The business then expanded to 20 outlets in NYC and Chicago and added e-commerce to their offering to reach out to a larger section of clientele. As the business grew the brand needed to address crucial challenges of order fulfillment and bring about a systematic process of collecting customer data across various channels.

Highlights

Team AppShark implemented one of a kind AppShark Catering Bolt Solution, a customized Salesforce CRM cloud platform that helped this brand handle takeaway, delivery, and catering.  With Catering Bolt as the HQ platform, leads were captured via web forms from various channels, order conversion was initiated via the Salesforce Lightning component ( to add edit and update records). Orders were routed to the Community cloud ( nearest store mapped according to the location of the order) for faster fulfillment; stores with assigned individual logins to access and act on the same. Online payments and a detailed delivery schedule calendar are other critical features that were added. 

Outcome

This reputed fast-food chain could save time and resources involved in coordinating with internal teams to fulfill orders faster, capture all customer-related information and consolidate the same for further action. AppShark implemented an end to end CRM solution which ensures that service quality standards climbed via faster order fulfillment with prompt communication wherever necessary. The brand could take in more customized orders while responding to every inquiry received. 

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