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Tools : Salesforce Order Management, Integration with fulfillment center, finance portal and delivery system.
Tools : Salesforce Order Management, Integration with fulfillment center, finance portal and delivery system.
Tool: Non-Profit Cloud, Integrations with external systems like Linvio, Tiingo
Tool: Service Cloud, Salesforce, B2C connector, chatbots, live agent, automation of incoming web-case.
Tool : Sales Cloud, Flows, Sharing Settings, Experience Cloud
Norman Love Confections is a Award-winning, premium chocolate gift boxes and chocolate gift baskets company.
It was required to integrate with 3rd party integration to complete the business needs, supporting B2C and B2B orders. This requires implementing the order with multiple and single fulfilments based on delivery addresses.
It needs to be integrated with ShipStation for delivery packages and price calculations. Payments must be handled with the Stripe integration. All the orders must synced to Sage Intact for financial needs for fulfillment
and cancel the orders.
Fulfillment was handled by an external system called Where four, which will handle the actual fulfillment of the orders.
We implemented the fulfillment based on the incoming custom attributes for the list of addresses to deliver the order. We created fulfillment
orders separate for all the addresses and sync that information to the delivery system “ShipStation” so that it can handled with the calculated
price for the delivery of certain addresses and brought that information in the OMS to show in the order delivery group.
The financial information of the orders was synced to Sage Intact for all the fulfillment orders. Any cancel request and refund were also synced to
Sage Intact for better financial reporting.
Wherefour was also synced with the fulfillment stages of the order with the provided API.
Order refunds and cancels were integrated with its provided API with Stripe. The tax information was also synced with the Avalara 3rd party with different state information based on the delivery group. Which required to setup Avatax in the OMS.
With the OMS setup and implementation of the corporate and wholesale orders business was able to handle all the orders from a single place concerning all the integrations in their process.
Client was able to run the business from single place as all the different type of order were being served from OMS
Our adept team offers cost-effective solutions tailored to your business needs.
All the orders are being synced to all external systems seamlessly. Avoiding hassle to do manual entries on those platforms.
With all the orders finance data synced to Sage Intact, business was able to see the financial details readily available.
Standard Bank, stands as one of Africa’s largest financial institutions, boasting a rich heritage spanning over 150 years. With its headquarters in Johannesburg, South Africa, the bank has positioned itself as a key player in the continent’s financial landscape, offering a comprehensive range of banking and financial services to individuals, businesses, and
institutions across Africa and beyond.
Standard Bank Group faced a significant challenge in efficiently managing basic or general queries from users. These queries often overwhelm customer service channels, leading to increased response times and potential frustration among users. Moreover, the traditional method of creating a case for each query proved to be cumbersome and time-consuming, posing operational inefficiencies for the bank. As the volume of queries continued to rise, it became evident that a more streamlined and automated solution was imperative to enhance, customer experience and optimize resource utilization.
In response to the challenge, Techsol and Services successfully implemented a personalized bot for Standard Bank’s experience site, harnessing Salesforce data to handle queries dynamically. Unlike the previous method of creating cases for basic queries, the personalized bot now autonomously addresses common inquiries, thus alleviating the workload on customer service teams and expediting response times. What distinguishes this solution is its personalization feature, tailoring the bot’s responses to match the logged-in user’s profile and preferences. By seamlessly integrating Salesforce data, the bot can access pertinent customer information in real time, ensuring a more contextual and customized interaction. This innovative approach not only enhances user satisfaction but also streamlines operational efficiency, enabling Standard Bank Group to deliver a seamless and personalized customer experience at scale.
The implementation of a personalized bot leveraging Salesforce data has significantly enhanced Standard
Bank Group’s customer service, reducing workload, improving response times, and enhancing user
satisfaction while optimizing operational efficiency.
Significantly improved clients financial transparency with their donors.
With dynamic query handling, users received faster assistance, enhancing satisfaction.
Personalized responses from the bot improved the overall customer experience, promoting loyalty.
Automation and Salesforce integration streamlined processes, allowing better resource allocation.
We utilized salesforce Non-Profit Cloud to base our implementation. Non-Profit Success Pack (NPSP) was configured for Finance, Philanthropic Services, and Grant Management. Our technical prowess led to Gift Processing, enhancements to donor portals and Fund Opening/Closing – all happening in Salesforce to give a unified experience to the users.
We enhanced the Donor-centric processes where Grant recipients use Grant Central which allows scope of all grants received, manage electronic funds, transfer bank details and so on. The Donor Portals for the grant recommendations were optimized for seeing the balances of accounts over time by both donors or key constituents.
Custom solution via Lightning Web Components (LWC’s) were given to update the existing functionality present in Aura Components and Visualforce Pages. Integration with external systems enhanced business processes. Like fetching share values from Tiingo. All of this helped deliver a more futuristic platform that would be scalable and reliable.
Significantly improved clients financial transparency with their donors.
Our adept team offers cost-effective solutions tailored to your business needs.
We provide tailored solutions that streamline your processes and supercharge the productivity.
Donor Portals were designed to give unified experience to users and track fundraising and incoming grants.
It was required to implementing Service Techsol and Services for their Peru store in Spanish language. We need to implement the chat bots to facilitate the client plus creating automation on the custom web-to-case implementation with attachment, which user can send through the form. For service staff we need to provide the Order and accounts in Salesforce.
This is how we provided the implementation solution to their problem.
Live Agent with Chatbots
We setup their Service with Live Agent support facilitated with chatbot in Spanish language to able to embed in their Commerce website.
Order sync from Commerce
We implemented B2C commerce connector in the Salesforce to sync order from the Commerce website, so that service agent can provide better support to their clients.
Custom web-to-case form
We implemented custom web-to-case form in VF pages to be allow the users to send attachments with the functionality as there was no option to add attachment with web-to-case.
Automation of the incoming request from web-to-case
They required to send the email notification with in the company to different departments and persons for the incoming web-to-case with some filters applied to the request. We implemented this with the use of flows.
With Service Techsol and Services implementation the service agents were able to provide robust support to their customers and can better address the issues on their end.
Agents were able to see the orders of the contact client and can provide better support on their need.
Customer were able to see their required information from the chatbot itself with the provided list of FAQs and queries.
Orders were getting synced from Commerce side without delay in the Service Cloud for agents to review.
With chatbot the Knowledge articles were published through the chatbots to the customer requiring some information.
CBRE Group Inc. is an American commercial real estate services and investment firm. The firm is ranked 135th on the Fortune 500 and has been included in the Fortune 500 every year since 2008.[6] CBRE serves more than 95+ of the top 100 companies on the Fortune 100. CBRE provides services to both occupiers of and investors of real estate.
No separate licenses required, making this solution cost-effective and optimizing the budget.
Users effortlessly access records in accordance with their assigned permissions.
Effortlessly streamline the process to enhance efficiency and foster teamwork synergy.
Boost productivity with our cutting-edge operational efficiency solution.
