top of page
Self Service
Order Management Solution
Let your customers manage their account and submit new orders from an automated customer portal
Industry
Supplier
Salesforce Products
Sales Cloud
Enterprise Edition
+ Experience Cloud
Project Turnaround
4 Weeks
The Challenge
We were approached by a chemical supplier who wanted to automate their currently, very manual and offline ordering process for their customers.
Our Approach
Agile, Collaborative, Transparent
Step 1: Scoping Step 2: Demonstration Step 3: Refine the Solution
The Solution
Automation, automation, automation
✅ Fully automated customer order process ✅ Ability to manage 'saved for later' orders ✅ Automated email confirmations ✅ Automated creation of records in the CRM ✅ Automated reports to understand order trends and opportunities for growth accounts
Want to give your customers the ability to self-serve?
Have manual tasks you want to automate?
Get in touch now!
bottom of page