Business Situation and Requirements

The client, an online furniture retailer, was facing several issues with their Salesforce CRM. Service triggers weren’t working properly, new users were not being assigned correctly, and commitments were often missed. These problems made workflows inefficient and slowed down sales, marketing, and customer service operations.

Their goal was to streamline CRM processes, automate workflows, and add new features to improve customer engagement. They chose Unthinkable because of its strong Salesforce expertise and ability to handle the entire development and implementation process, ensuring a smooth and effective CRM solution.

Their key requirements included:

  • Optimize overall CRM workflows to improve efficiency and reliability.

  • Enhance order management on web pages and strengthen error handling.

  • Make the customer case resolution process compliant and automate escalations.

  • Implement comprehensive reporting and case tracking for better visibility.

  • Ensure smooth and cost-effective integration of external systems with the CRM.

  • Create ad hoc solutions to manage unstructured customer case assignments.