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Project

Industry: Furniture

Service Details

Sales cloud customization
Integration with Shopify
Chargent Integration (payment gateway solution)

The Problem

2Modern faced several challenges that impacted the efficiency and productivity of their B2B operations:

Manual B2B Order Creation

Users were required to create B2B orders in Shopify manually, leading to time-consuming and error-prone processes.

Manual Payment Collection

The collection of payments from B2B customers was a manual and time-consuming process, resulting in delays and potential payment inaccuracies.

The Challenges

In B2B, 2Modern tackled challenges by integrating Salesforce with Shopify for streamlined order creation, automating payments, and customizing Salesforce. The focus was on minimizing disruptions and addressing potential errors in manual payment collection, leading to a comprehensive strategy for operational optimization.

Streamlining the B2B order creation process by integrating Salesforce Sales Cloud with Shopify.

Automating payment collection and reconciliation to ensure accuracy and efficiency.

Minimizing disruptions during the integration process.

Customizing Salesforce Sales Cloud to meet the specific requirements of 2Modern.

Addressing payment-related inefficiencies and potential errors associated with manual collection.

The Solution

dgt27 optimized 2Modern’s B2B operations by integrating Salesforce Sales Cloud with Shopify, automating order creation, and reducing manual errors.

Salesforce Sales Cloud Integration with Shopify

Implement a seamless integration between Salesforce Sales Cloud and Shopify to streamline B2B order creation.
Automate the transfer of B2B order data to eliminate manual entry and reduce the risk of errors.

Seamless Payment Gateway Solution with Chargent

Integrate Chargent, a payment gateway solution, with Salesforce to automate payment collection and reconciliation.
Configure Chargent to accept various payment methods and ensure payment accuracy.

Customization of Salesforce Sales Cloud

Customize Salesforce objects, fields, and workflows to align with 2Modern’s specific B2B processes.
Develop custom reports and dashboards for real-time visibility into B2B order status and payment transactions.

The Results

85%

User adoption rate, our approach prioritized training and ongoing support, ensuring a seamless integration experience for all stakeholders.

18%

Reduction in operational costs, our success lies in the implementation of process automation and streamlined workflows, paving the way for a more cost-efficient operational framework.

23%

Improvement in workflow efficiency, our efforts successfully reduced process bottlenecks, creating a more streamlined and agile operational environment.

Efficiency Gains

Our interventions led to a 50% reduction in manual B2B order creation time, streamlining processes.

Automated payment

Automated payment collection and reconciliation eliminated delays and errors, enhancing operational efficiency.

Improved Accuracy

Enhanced visibility into order status and payment transactions for better decision-making.

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Salesforce Sales Cloud Integration with Shopify and Chargent