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Case Study Phillips & King

Phillips & King -Powered by Magento Salesforce Connector

Platform Salesforce
Industry Retail
Country United States
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Client Overview

Phillips & King, established in 1906, is recognized as the leading wholesale distributor of specialty tobacco products in the U.S., having been optimized with the Magento Salesforce Connector.

With over a century of expertise, the company serves independent retailers across all 50 states, granting them access to an expansive product catalog and providing unmatched service.

Challenges

Operations between the Magento-powered eCommerce platform and Salesforce CRM were sought to be streamlined by Phillips & King. The specific challenges faced included:

Client Requirements

To address these challenges, Phillips & King outlined the following requirements:

  1. Uni-Directional Sync: To begin with, seamless synchronization of products, customers, and orders was implemented from Magento to Salesforce, ensuring data consistency across platforms.
  2. Customer Sync Workflow: Additionally, Magento customers were mapped to Salesforce accounts and contacts. The logic was further customized to create accounts based on whether or not a company name was present, thereby ensuring precise and accurate data mapping.
  3. Activated Customer Logic: Furthermore, only activated customers were allowed to sync from Magento to Salesforce. This approach ensured a clean and relevant dataset, avoiding unnecessary data clutter.
  4. Price Rule Sync: In addition to customer and product sync, ‘Catalog Price Rules’ and ‘Cart Price Rules’ were synchronized from Magento to Salesforce as custom objects. These rules enable Salesforce representatives to easily view active promotions without the need to directly alter order prices.
  5. Order Bi-Directional Sync: Finally, both real-time and batch-based order synchronization were provided between Salesforce and Magento. This included historical data, ensuring comprehensive and accurate order management across systems.

Solution

We implemented a tailored Magento Salesforce Connector to fulfill these requirements. Key features included:

Results

Since the solution was implemented, Phillips & King has achieved significant operational improvements:

Conclusion

The digital infrastructure of Phillips & King has been transformed by the Magento Salesforce Connector, developed by eShopSync, enabling operations to be scaled and enhanced services to be delivered to their B2B clients. This partnership underscores the potential of innovative solutions in addressing complex integration challenges faced by growing enterprises.

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