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Customer Case Study Purchase Order solution for Salesforce reduces order processing time by 25%. Industry Retail & Consumer Goods Implementation Partner www.crmit.com 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. Challenges • Dependency on manual and outdated purchase order processing with critical information on emails and spreadsheets.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. Solution 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. 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.
