After examining the company’s requirements, our certified experts designed a retail Salesforce solution.
Customer journeys and personalization
Customer journeys. Iflexion helped the company visualize typical customer journeys. This turned disparate interactions via ads, emails, online content, and in-store assistance into a customer engagement process that can turn one-time buyers into loyal shoppers.
Specifically, together with Iflexion, the company designed and visualized organic food shoppers’ journey. For them, the interaction workflow covers timely delivery of relevant articles and recipes, notifications about new arrivals to the web store, and invitations to cooking workshops.
Routine automation. At the same time, the team automated such trivial tasks as sending transactional emails, order confirmations, and shipping notifications. This now helps the sales team focus on personalizing communication in more important contexts.
Prediction-based personalization. Iflexion also configured the Salesforce Einstein predictive features. This enabled more relevant online product recommendations, as well as linking emails to customers’ browsing history and life events mentioned by sales reps in respective customers’ profiles.
Automating supplier management
To make supplier management more effective, Iflexion’s team automated the following tasks, among others:
- checking brand compliance
- onboarding suppliers
- generating agreements
- invoicing
We also configured reports for the company’s team to monitor the performance of each partner’s products. Automated workflows and step-by-step guides helped the company’s team streamline the approval of new organic brands and start managing purchase orders more effectively.
Syncing data company-wide
Iflexion integrated the Salesforce solution with the company’s web store and ERP to sync orders and inventory data in real time.
ERP data sync helps the company ensure that shoppers add only in-stock items to the cart. When the number of item subscriptions for out-of-stock products reaches a certain level, the Salesforce solution automatically generates orders to partner brands.
Web store data sync helps the company add new customers to the Salesforce retail CRM automatically without any data losses or duplication. With complete customer profiles, including purchase history, browsing behaviors, and records from the web store chat, the company’s sales team can better understand their shoppers and make marketing activities more targeted and engaging.
