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Improved customer experience and boosted sales for an orthodontic care company
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  • Manufacturing
  • Healthcare
Industry
The client is a well-known manufacturing company in the United States which produces materials for invisible braces, and other products related to orthodontic care and distributes them around the world.
Client
B2B Commerce Cloud
Salesforce Solutions
  • Limited automation and low productivity
  • Dependency on manual assistance
  • Lack of a single source of truth and, as a result, ineffective coordination and missed opportunities
  • Outdated payment methods
  • Lack of analytics and reporting
Challenges Outline
1 year
Duration
  • 1 Salesforce Developer
  • 1 Salesforce Admin
Vimera Team
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Business Goals
  • Have a fast and responsive site with the product search
  • Provide various payment methods, such as credit cards, digital wallets, and other online payment systems
  • Create an automated process for invoicing
  • Increase sales and productivity of sales agents
  • Enhance customer loyalty and satisfaction by providing discounts and promotions
Commerce

Pricebook

Payment

Promotions
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Challenges
Solutions
The company only utilized a portion of Salesforce's functionality. As a result, the automation of order placement and potential deals was severely limited, negatively impacting productivity and staff satisfaction.

The absence of advanced B2B e-commerce features like account-based pricing, quick reordering, customizable catalogs etc. led to dependency on manual assistance.

Customer data was entered into various systems, including Salesforce, Excel spreadsheets, and third-party systems leading to ineffective coordination and missed opportunities.

The client relied on outdated payment methods, especially on cash collection from B2B distributors.

Lack of analytics and reporting made decision-making processes challenging, making it difficult to meet customer needs effectively.
The Vimera team developed the Salesforce B2B Commerce Cloud solution to help the customer improve their B2B commerce platform. The solution included the following enhancements:

The Vimera team customized the B2B Storefront to reflect the company's identity by incorporating brand colors, logo, and fonts.

The Vimera developers configured pricebooks in Salesforce, allowing the Client to define different prices depending on the customer's country and segment.

The Vimera team customized the product catalog by organizing products, categories, and attributes to make it easy for customers to find and purchase items.

The Vimera team set up various product options (standard, bundles, and kits) to satisfy different customer’s needs and configured product variations within Salesforce, allowing customers to select specific attributes (e.g. material, color) while ordering a product.

The Vimera team set up and maintained promotions allowing discounts based on customer segments, order volume, and seasonal opportunities to encourage bulk purchases and enhance customer loyalty.

The Vimera team automated invoice generation within the order management process. Configured invoice sending to customers via email and stored copies on the platform for easy access and reference.

The Vimera developers implemented integrations with leading payment systems to allow business users to use different payment options and to enable efficient payment processing.

The Vimera team configured shipment management allowing customers to select their preferred delivery method and to track the shipment status. Collaborated with a back-end team that was responsible for shipment integration logic.

The Vimera team provided customizable reports and dashboards helping monitor sales performance and the effectiveness of pricing strategies and promotions. Provided reports for financial analysis, audits, and other business purposes
2
3
4
1
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Results
Improved Customer Experience. The platform uses a friendly and responsive user interface reflecting the company's brand, where business users can find customized product choices and pricing, enhancing their shopping experience.
Increased Sales. Different product options encourage bulk purchases and repeat business, driving sales growth.
Customer Loyalty. By providing a seamless and personalized shopping experience, along with attractive discounts, we encouraged customer loyalty.
Enhanced Checkout with Automated Invoice Generation. Implementing automated invoice generation and email delivery improved the billing process and enhanced customer experience.
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Our testimonials
We continue to work with them, and we highly recommend them.
Nicholas Chang
VP of Sales & Marketing
Flower Company
Miami, Florida, US
They generally are happy to work on all aspects of custom Salesforce development.
Fedor Orth
Head of Software Engineering
Clear Aligner Provider
Berlin, Germany
Discuss your task with our team
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