Commerce
Pricebook
Payment
Promotions
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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The client relied on outdated payment methods, especially on cash collection from B2B distributors.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