The challenge
MetalMafia faced a challenge when transitioning from their in-house CRM to Salesforce and integrating it with Adobe Commerce Cloud (also known as Magento). The previous CRM system wasn't connected to their essential tools and systems, causing significant overhead. As MetalMafia shifted to Adobe Commerce and consolidated its operations online, it needed additional CRM functionality to meet its business needs.
After evaluating various options, MetalMafia identified Salesforce as the ideal choice. However, they encountered complexities in integrating Salesforce with Magento, requiring an effective and reliable way to connect the two platforms. TechNWeb provided the solution, expertise, and support needed to bridge this gap for MetalMafia.
The solution
TechNWeb’s solution involved a combination of out-of-the-box Adobe Commerce and Salesforce integration and its customization. MetalMafia's sales team relied heavily on the custom functionality of their home-grown CRM; their sales representatives had the ability to document calls and access notes seamlessly. While Adobe Commerce offered some extensions and plugins to replicate these features, MetalMafia found that they didn’t meet their requirements - they were looking for a smooth process from start to finish.
By integrating Salesforce with Adobe Commerce, MetalMafia aimed to provide their sales team with a unified and efficient work environment. With Salesforce as the primary platform, sales reps could initiate calls, record notes, and update customer information.
The solution TechNWeb developed made their workflow even more efficient. They were able to add a Quick Order button, allowing sales reps to directly access the Adobe Commerce order form preloaded with the customer information. This eliminated several extra clicks for the sales rep to access Adobe Commerce backoffice (aka. admin panel), find the customer, and initiate the order process, saving them about five minutes per customer order. With thousands of orders taking place every week, MetalMafia was able to eliminate hundreds of hours of wasted overhead annually.
The outcome
Working with TechNWeb has delivered tangible benefits for MetalMafia, including a seamless integration experience, increased efficiency, and improved performance for their sales team. The successful implementation of the "magic button" and the positive feedback from sales reps highlight the effectiveness and value of TechNWeb's solution for the company.
- Seamless integration: TechNWeb successfully implemented a solution that enabled a seamless interaction between Salesforce and Adobe Commerce. This integration greatly simplified the process for MetalMafia's sales representatives, who now find it effortless to navigate between the two platforms.
- Saved time: The integration of Adobe Commerce and Salesforce through TechNWeb's solution and additional automation has saved MetalMafia hundreds of hours per year. By consolidating various management systems in one place, employees can now focus more efficiently on their tasks without switching between different platforms.
- Improved productivity: Without the need to transition to several software platforms, employees can allocate their attention more effectively toward understanding and serving their customers' needs. This enhanced focus on customer interactions ultimately leads to improved customer relationships and better business outcomes.
Why did MetalMafia choose TechNWeb?
- Comprehensive functionality: TechNWeb offered a robust and comprehensive solution that fulfilled MetalMafia's requirements. It reduced the need for add-ons and minimized potential complications during upgrades or system maintenance.
- Timeliness and deadlines: The TechNWeb team demonstrated a commitment to meeting deadlines and delivering projects on time.
- Technical expertise and business acumen: The team showcased a valuable combination of technical expertise and business acumen. They proposed solutions aligned with MetalMafia's needs and implemented them in their solutions.
- Transparent project management: TechNWeb communicated and managed the project progress in a transparent manner. The customer felt informed at every stage of the development process.
- Responsiveness and access: The entire TechNWeb team was accessible and responsive throughout the project. MetalMafia appreciated having direct access to the individuals working on their project without any gatekeeping.
