Overview
From scattered records to a single automated flow
What You Need to Know
With a simplified and automated order process, you’ll get improved efficiency and better order visibility, reducing back-and-forth communication, and optimizing bulk ordering.
Why It Matters
With the new solution, the client can now easily navigate to a bulk order request form, submit bulk orders and access request history. This way, businesses can monitor the progress of each request, leading to enhanced transparency and customer experience.
What HIC Did
The team of HIC Global Solutions implemented a bulk ordering feature within Salesforce as per the business requirements and made it accessible through the main “Order” navigation menu. We also created a form for submitting new requests, integrated the notification system to alert users, and more.
Challenges Faced
Bottlenecks slowing every hand-off
Complex and Time-Consuming Order Process
The bulk order system was complex as it had multiple steps, making it time-consuming and challenging for customers.
Limited Order Visibility and Tracking
An inefficient way to track the status of orders post-submission and lack of transparency, leading to frequent inquiries and follow-up calls.
Need for Product Selection Controls
Special-handling products lacked controls in the bulk order process, posing risks of order errors and compliance issues for the pharma company.
About the Company
The company focused on enabling efficient order management for its customers. They required a streamlined bulk ordering system to serve a growing customer base and maintain high operational standards.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Centralized Bulk Order Interface
Created a user-friendly landing page to let customers submit new bulk orders and track order history effortlessly in one place.
Automated Status Update
Integrated real-time status tracking within Salesforce, displaying order status across categorized tabs for quicker access.
Enhanced Product Selection
Launched predictive text for product selection and restricted specific times to ensure compliance and prevent errors for an accurate order process.