Using Salesforce to Resolve Issues with Manual Processing (Case Study)



It’s well-known effective automation of marketing and sales tasks goes a long way in enhancing efficiency, thereby paving the way for increased revenues. Unfortunately, many small and medium businesses (even some large companies, for that matter) still rely on manual efforts to execute business operations, leading to low productivity. Manual operations also result in frequent errors and poor customer satisfaction due to the inability to respond to customer requests in real time.


Today, we’ll see how Solunus helped a leading furniture company overcome the challenges of manual processing of marketing and sales tasks, by implementing Salesforce, and thereby, facilitating a 28% increase in their sales revenue.


About the Client

The client is a leading chain of furniture stores in North America, based in Boston, Massachusetts. The company has been serving customers for the last 75 years and recorded an annual revenue of more than 120 million USD in 2020.


Project Overview

The client approached us to develop a robust system to automate their sales and marketing operations. They also sought our assistance in developing an analytics system of high efficacy that would provide them real-time business insights.


Challenges Faced by the Client

  • The client processed orders manually, and this impacted productivity badly

  • They were unable to track the activities pertaining to the creation of finished samples and drawings

  • There was no system that enabled the client to track sales performance using meaningful KPI-based metrics

Solution Provided by Solunus

We implemented Salesforce CRM and developed a tailor-made system to meet the customer’s unique supply chain needs. Our team also developed a system to capture data pertaining to drawings, samples and materials. The solution also included the following.


Setting Up Filters to Access Product Information Easily

We worked with the client’s IT team to set up filters for searching products using customized Visualforce pages. The filters go a long way in providing easy access to information about any of the firm’s several thousand products.


Streamlining the Quote-to-Order (Q2O) Process

As part of streamlining the company’s Q2O process, our team of experts created a mechanism to generate quotes from accounts. They also developed a system to convert a quote into an order, after receiving the requisite approval.


Business Results

  • 60% Faster Sales Cycle

  • 38% Increase in Productivity

  • 28% Growth in Sales Revenue

What Can Retail Firms Expect by Partnering with Solunus?

  • Creation of an integrated platform to carry out all ad-related activities

  • Delivery of delightful experiences to their customers across all channels

  • Cut operational expenditures significantly and maximize efficiencies

  • Leverage Artificial Intelligence (AI) to find new shoppers with minimal effort

About Solunus

Solunus is a dedicated Salesforce partner organization, headquartered in Dallas, Texas. Our unrelenting focus on comprehending the unique needs of our clients coupled with our unrivaled expertise of the Salesforce platform enables us to deliver the perfect solutions that create the best value for IT and business analytics firms.

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