December 24, 2019 By Team HIC

Shopify-Salesforce Integration for Centralizing and Accessing Historical Data in Salesforce

Shopify-Salesforce Integration for Centralizing and Accessing Historical Data in Salesforce

Highlights

  • Automated document creation reducing manual effort and saving time.
  • Streamlined process enhanced customer experience.
  • Increased efficiency resulted in cost and time savings.
  • Zero inconsistency in document formatting or branding.
  • Manual errors were eradicated, enhancing organizational credibility.

Highlights

  • Automated document creation reducing manual effort and saving time.
  • Streamlined process enhanced customer experience.
  • Increased efficiency resulted in cost and time savings.
  • Zero inconsistency in document formatting or branding.
  • Manual errors were eradicated, enhancing organizational credibility.

Overview

Explore how the integration of Shopify with Salesforce enabled ISSIMI to centralize past years’ data and enhance their storefront operations, leading to improved customer experiences and increased sales.

What You Need To Know

Shopify provides Issimi with the marketplace to offer their premier cars for sale to their customers while Salesforce stores, tracks, manages, and updates all the information related to cars and customers.

Why It Matters

In the specialty car market, maintaining up-to-date information about customers, cars, and their availability is crucial. Centralized data in Salesforce ensures a seamless customer experience, driving operational efficiency and trust.

What HIC Did

HIC Global Solutions facilitated the integration of Shopify with Salesforce, enabling ISSIMI to synchronize customer data, automate CRM actions, and streamline workflows.

Overview

Explore how the integration of Shopify with Salesforce enabled ISSIMI to centralize past years’ data and enhance their storefront operations, leading to improved customer experiences and increased sales.

What You Need To Know

Shopify provides Issimi with the marketplace to offer their premier cars for sale to their customers while Salesforce stores, tracks, manages, and updates all the information related to cars and customers.

Why It Matters

In the specialty car market, maintaining up-to-date information about customers, cars, and their availability is crucial. Centralized data in Salesforce ensures a seamless customer experience, driving operational efficiency and trust.

What HIC Did

HIC Global Solutions facilitated the integration of Shopify with Salesforce, enabling ISSIMI to synchronize customer data, automate CRM actions, and streamline workflows.

About ISSIMI

ISSIMI offers members a new collector experience. One built with customer service, trust, and transparency at its core. With over 60 years of combined experience in the specialty car market, ISSIMI’s team is dedicated to taking the opacity out of collecting cars. No more exorbitant fees, vehicles with unknown provenance, or painful transactions. Its primary focus is its members, they are driven by their needs and requests.

Since specific cars can be hard to find, individual transactions complicated, and ongoing collection management time consuming, their suite of services smoothens the path for members to achieve their goals. They assemble a community of collectors and offer them with a new set of tools and services to make collecting simpler and more enjoyable.

About ISSIMI

ISSIMI offers members a new collector experience. One built with customer service, trust, and transparency at its core. With over 60 years of combined experience in the specialty car market, ISSIMI’s team is dedicated to taking the opacity out of collecting cars. No more exorbitant fees, vehicles with unknown provenance, or painful transactions. Its primary focus is its members, they are driven by their needs and requests.

Since specific cars can be hard to find, individual transactions complicated, and ongoing collection management time consuming, their suite of services smoothens the path for members to achieve their goals. They assemble a community of collectors and offer them with a new set of tools and services to make collecting simpler and more enjoyable.

Challenges Faced:

Based in California, ISSIMI needed to stay updated with the current status of their customers, cars, and availability. They faced significant challenges:

With customer data spread across both platforms, getting an accurate state of data and decision-making was not possible.

Viewing and Accessing historical data of previous years became difficult causing anomalies in sales forecasting

With no comprehensive view of customer data for all teams, business operations, and customer interactions were severely impacted

Challenges Faced:

Based in California, ISSIMI needed to stay updated with the current status of their customers, cars, and availability. They faced significant challenges:

With customer data spread across both platforms, getting an accurate state of data and decision-making was not possible.

Viewing and Accessing historical data of previous years became difficult causing anomalies in sales forecasting

With no comprehensive view of customer data for all teams, business operations, and customer interactions were severely impacted

Challenges Faced:

Based in California, ISSIMI needed to stay updated with the current status of their customers, cars, and availability. They faced significant challenges:

They were facing issues with
  • Scattered data across Shopify storefront and Salesforce CRM
  • With customer data spread across both platforms, getting an accurate state of data and decision-making was not possible.

  • Disintegrated Legacy data
  • Viewing and Accessing historical data of previous years became difficult causing anomalies in sales forecasting

  • Lack of a unified view of customer and car data
  • With no comprehensive view of customer data for all teams, business operations, and customer interactions were severely impacted

Solutions Offered:

When ISSIMI approached HIC with their need for a unified data view to create a unified customer experience, the developers proposed integrating their Shopify store with Salesforce CRM

Integrated Shopify with Salesforce and created a unified platform for both e-commerce and CRM data for a 360-degree view of a customer and historical data in real-time.

Built automation to automate the passing of sales orders from Shopify to Salesforce and integrate inventory with order fulfillment data.

Created Flows for moving invoice data automatically from one platform to another

Built Apex triggers to send reminder emails to clients regarding payments

Solutions Offered:

When ISSIMI approached HIC with their need for a unified data view to create a unified customer experience, the developers proposed integrating their Shopify store with Salesforce CRM

Integrated Shopify with Salesforce and created a unified platform for both e-commerce and CRM data for a 360-degree view of a customer and historical data in real-time.

Built automation to automate the passing of sales orders from Shopify to Salesforce and integrate inventory with order fulfillment data.

Created Flows for moving invoice data automatically from one platform to another

Built Apex triggers to send reminder emails to clients regarding payments

Solutions Offered:

When ISSIMI approached HIC with their need for a unified data view to create a unified customer experience, the developers proposed integrating their Shopify store with Salesforce CRM

The solutions which we offered to them
  • Shopify Salesforce Integration
  • Integrated Shopify with Salesforce and created a unified platform for both e-commerce and CRM data for a 360-degree view of a customer and historical data in real-time.

  • Automate Sales Order Integration
  • Built automation to automate the passing of sales orders from Shopify to Salesforce and integrate inventory with order fulfillment data.

  • Invoice Data Flow
  • Created Flows for moving invoice data automatically from one platform to another

  • Trigger Payment reminder emails
  • Built Apex triggers to send reminder emails to clients regarding payments

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