Taking Customer Relationship Management, Ordering, and Inventory to the Next Level
Recent survey findings from Gartner show that businesses are relying on technology now more than ever as they deal with issues like fuel shortages, supply chain disruptions, inflation, as well as growing customer expectations. Gartner’s “Software Market Insights: Retail and E-Commerce Software” report finds that more than 73% of retailers anticipate increasing their investments for store technology.
“They (retailers) are using software applications for faster checkouts, intelligent stock keeping, higher sales, and enhanced customer satisfaction. Point-of-sale (POS) automation, payment processing, inventory management, website management, reporting and analytics are a few common features businesses seek in retail and e-commerce software solutions,” the Gartner survey explains.
Adding to this, a recent Forbes industry report found that by the end of 2022, e-commerce will account for 20.4% of global retail sales, this is up dramatically compared to five years ago when e-commerce accounted for just 10% global retail sales. In a separate article, Forbes also reports that e-Commerce sales reached $870 billion in the US in 2021, which is a 14.2% increase over 2020 and a 50.5% increase over 2019.
With sales increasing so rapidly, online businesses need to ensure that their inventory management processes are efficient and organized. The Gartner report adds: “According to survey respondents, the need for productivity improvement, competitive pressure and having outgrown current technology are the top 3 triggers for investing in retail and e-commerce software solutions.”
Apps Help Manage Customer Relationships, Orders, and Inventory in Salesforce®
The following use cases show how our apps can fill in the e-commerce gaps with the Salesforce platform by adding efficiency and providing flexibility for inventory management for companies with multiple locations. Our Rollup Helper and Lookup Helper apps can also help with managing order history data and leveraging customer order data for customer retention.
Easily Monitor Inventory in Salesforce With an Inventory Level Object – See how Companies with multiple locations can easily identify when product inventory is low.
e-Commerce: View Products by Category in Salesforce – A pain point that many online businesses experience is not being able to easily organize their products by category in Salesforce. Learn how to overcome this.
How to Categorize Customers by Order Date in Salesforce – To improve customer retention, it’s important to categorize customers based on the amount of time since their most recent order.
Populate a Date Field on Case with the Most Recent Task for Order Sent – How to easily see the date of the most recent task with a specific subject (Order Sent) that has been completed on a Case.
To learn more about how our apps can help improve how your e-commerce clients manage their data, contact us.
|Ask PT How to See CY Revenue for Salesforce Opportunities or Accounts||Passage Technology Blog||Ask PT About Managing Date Shifting for Projects in Salesforce|