Customer Success Stories

Purchase Order solution for Salesforce reduces order processing time by 25%

  • Hong Kong
  • A Retail Manufacturer
  • Retail & Consumer Goods
  • Salesforce Community Cloud , ERP Integration
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About Company

This custom-built Order Fulfillment management solution is built on Salesforce Community Cloud. The comprehensive lightning bolt solution helps deliver seamless ordering & distribution with ease, clarity and accuracy.

This global manufacturer is a pioneer in sustainable and innovative products with a wide range of solutions for some of the world’s most famous brands. Handling purchase orders manually was a periodic challenge and with a lot of paperwork, locating a particular purchase order was a nightmare.

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Challenges

  • Dependency on manual and outdated purchase order processing with critical information on emails and spreadsheets.
  • Delays in order processing. Missing or unverified information leading to fulfillment gaps.
  • Too many touch points and moving parts to fulfilling a customer purchase order and piling backorders.
  • Uncertain order-to-shipping turnaround time and human errors.
  • Paper forms, emails, and locally saved files are not secure. Saving critical information using manual methods can be risky.

Solutions

Designing a bespoke purchase order management solution (100% native to Salesforce) to provide distributors with a community portal to create Purchase Orders (POs) in bulk using excel or csv or manually, using a product catalog and add-to-cart interface. Automating the purchase order process and leaving manual practice in the past.

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The tool leverages the power of Salesforce platform that provides the foundation for a productive and agile solution. And the power of Lightning Experience helps create a user experience that improves workflow and productivity, makes opportunity qualification easier and more intuitive. Key solution highlights include. Customer Community Portal to create/revise a purchase order requisition for product categories. Customize the business logic behind these processes with simple drag-and-drop tools. Ability to map purchase order formats from customers to a unified data model in Salesforce, using a UI console.

  • Order Processing – Automated purchase order approval workflow, bulk order processing workflow and change order processing workflow. Ability to split fulfillments across locations to enable partial shipments or multiple addresses.
  • Personalization – Ability to add complex orders with personalization before the delivery can be defined using the portal by the customer.
  • Built-in analytics to help make the right decision based on real-time insights.
  • The dealer completes the installation and settles the pending payment on the spot with the consumer directly. The final settlement with the dealer happens through the existing invoicing channel which existed.

Value Delivered

Simplified Order Processing: Flexibility in raising purchase orders in bulk with real-time validation using an e-commerce style catalogue-to-cart interface.

Better customer expertise: No waiting for purchase orders for approvals – they can be authorized remotely and instantly by computer or mobile phone with a simple click.

Reduced Order fulfillment time: Reduction of order fulfillment time and human errors by removal of the manual process. Improved the time consumed from customer order to the receipt of the product or service by the customers.

Reduced Costs: Real-time insights on order management and change order approval process in Salesforce with real-time integration to ERP, and thus reduces operating costs.

Shipping Schedules: Real-time purchase order insight: Ability for distributors to track their PO status through the portal with access to relevant Dashboards to get a 360-degree view across all orders.

Related Insights

Transform and optimize the heartbeat of your operations, systems and product development to reduce costs and facilitate growth.

Decision intelligence matched with customer success

We put people first—our team, our clients, and our community. With the right technology, talent, and strategy, we deliver real results that drive success.

1500

Successful Customers Engagements

4.9

Customer
Satisfaction

350

Decision Science
Consultants

21

Years Of
Customer Success

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