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:
- Inefficiencies in manual data entry for products, customers, and orders.
- Complex workflows that hindered the mapping of customer and order data between Magento and Salesforce.
- A lack of a unified system to manage promotional pricing rules and synchronize historical order data.
- Potential discrepancies in order synchronization that led to inventory mismatches.
Client Requirements
To address these challenges, Phillips & King outlined the following requirements:
- Uni-Directional Sync: To begin with, seamless synchronization of products, customers, and orders was implemented from Magento to Salesforce, ensuring data consistency across platforms.
- 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.
- 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.
- 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.
- 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:
- Data Synchronization:
- To start with, products, customers, and orders were configured to sync uni-directionally from Magento to Salesforce, ensuring data was transferred accurately and consistently.
- Moreover, bi-directional order synchronization was implemented to ensure up-to-date and reliable order management across both systems, reducing potential discrepancies.
- Additionally, a batch sync mechanism was provided, enabling the seamless migration of historical data, which further ensured that no valuable information was left behind during the transition process.
- Customer Workflow Customization:
- For customer management, a dual-object mapping logic was developed to ensure that accounts and contacts were handled efficiently.
- Specifically, customers with company names were synced as accounts, whereas those without company names were systematically mapped using their first and last names. This process ensured that the data was represented clearly and in an organized manner.
- Promotion Management:
- Moreover, catalog and cart price rules were synced as custom Salesforce objects. Relationships between these objects and existing data were carefully created.
- This enabled sales teams to view and manage ongoing promotions with ease and enhanced visibility.
- Order Handling:
- Lastly, real-time synchronization logic for orders was implemented to ensure that Salesforce orders only included products that had already been synced from Magento.
- Consequently, the accidental creation of non-existent products on the Magento platform was effectively prevented, safeguarding operational accuracy and data integrity.
Results
Since the solution was implemented, Phillips & King has achieved significant operational improvements:
- Streamlined Workflows: As a result of automated sync processes, manual efforts were reduced by 80%, enabling the team to shift focus towards strategic growth initiatives.
- Enhanced Data Accuracy: Consequently, the integration eliminated errors in customer and order data across systems, ensuring consistency.
- Optimized Promotion Management: Furthermore, sales representatives now have a clear view of ongoing promotions directly within Salesforce, enhancing their decision-making process.
- Improved Order Fulfillment: Finally, real-time order synchronization has reduced delays and significantly improved inventory management, streamlining operations.”
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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