Salesforce Sales Cloud Setup with Shopify to have everything stored in one place with a single source of truth & Build Email alert Automation
99%
Shopify-Salesforce integration with Shopify Made Easy helped track orders, inventory, collection, and more
98%
DocuSign integration with Salesforce helped in closing deals faster
100%
Email-to-Lead and Web-to-Lead were achieved in Salesforce
Overview
From scattered records to a single automated flow
What You Need To Know
By implementing an integrated CRM system, Generark could significantly improve its responsiveness to market demands, potentially leading to increased sales and customer satisfaction in a competitive industry.
Why It Matters
Generark needed to overhaul its sales processes and customer management systems to keep pace with increasing demand. They required a unified solution that could seamlessly handle lead generation, sales tracking, and order management.
What HIC Did
HIC Global Solutions offered a comprehensive Salesforce Sales Cloud implementation, integrating key tools like Shopify and DocuSign, and developing custom solutions to address Generark’s specific needs for lead capture, sales process automation, and reporting.
Challenges Faced
Bottlenecks slowing every hand-off
Disjointed Systems
Lack of integration between their e-commerce platform (Shopify) and customer relationship management tools.
Inefficient Lead Management
Manual handling of web and email inquiries, leading to potential loss of leads and delayed responses.
Time-Consuming Document Processes
Slow, manual processes for obtaining signatures on sales documents.
Limited Visibility
Lack of comprehensive reporting and dashboard capabilities for tracking sales performance and lead conversion.
Complex Customization Needs
Requirement for custom fields, workflows, and automation to match their specific sales processes
About the Company
Generark is a forward-thinking company specializing in emergency power supplies for homes and communities.
Utilizing state-of-the-art battery materials and manufacturing processes, they aim to provide high power efficiency without compromising environmental sustainability.
Their mission is to make emergency power supplies more accessible to families and communities, opening doors to energy security and resilience.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Salesforce Sales Cloud Implementation
Set up Salesforce Sales Cloud to align with Generark’s existing sales processes, creating custom fields, workflows, and automation tools using Process Builder, Flow Builder, and approval metrics.
Shopify Salesforce Integration
Integrated Shopify with Salesforce using the Shopify Made Easy app, enabling unified management of orders, collections, inventory, and payments.
Lead Capture Automation
Implemented Web-to-Lead functionality to automatically store web inquiries as leads in Salesforce and developed Email-to-Lead capability to capture and store email inquiries as leads.
DocuSign Salesforce Integration
Integrated DocuSign with Salesforce to enable quick, self-service e-signatures for customers, significantly reducing deal closure times.
Customized Reporting and Dashboards
Created tailored reports and dashboards for lead tracking, conversion rates, and opportunities, implementing mandatory fields for capturing reasons for lost opportunities.
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