Case Studies

PROJECT BACKGROUND

Enabling Frictionless Business for a Consumer Goods Company

INDUSTRY: Manufacturing

LOCATION: Lorem Ipsum

Technical Architecture

  •     Salesforce is Customer Data Master
  •     Mulesoft for integration
  •     Salesforce 250 licenses
  •     Partner Community 30K licenses + 500K Community Login licenses
  •     External Identity 1.5M licenses
  •     ExactTarget marketing licenses
  •     SAP Hybris eCommerce and other custom applications
  •     Homegrown personalized recommendation engine
The client is a nutrition and health supplements company.The client has a multi level marketing based sales model. CloudPaths has been engaged with the client for more than 3 years. CloudPaths provides support for Sales, Service, Communities and Marketing Cloud. The engagement has involved multiple technical complexities and customizations for the MLM business. MLM Geneology CloudPaths engaged with the client to work around Salesforce governor limits to significantly improve the inverse tree structure of distributors to support MLM business needs. The current architecture is fine tuned for performance and enabled Lightning Upgrade CloudPaths supported a migration to Lightning for the client. The upgrade was smoothly completed within 4 months including assessment, development, testing, go live and support Other major functionalities Customized and branded UI built into Communities for rich distributor engagement. Lead allocation based on Geolocation. Portal is integrated with live agent chat and nutrition recommendation engine through Mulesoft. 

Capabilities Delivered

  •    Geneology – Inverse tree structure of Accounts
  •     Lead Allocation based on geolocation of devices and Disti performance
  •    Distributor Portal – All Capabilities for Distributors to manage their business
  •     Customizations to Partner Community
  •     Responsive – Support multi device content consumption to drive, trace and follow-up through Disti Portal
  •     Ability to drive, trace and follow up for Marketing Campaigns
  •     Next Best Action Engine to follow-up leads and pipeline
  •     Live Agent and Omnichannel integration for Customer Service
  •     Marketing Campaigns – Any changes in Account structure to be synched with Marketing Cloud
  •     SSO and MFA – leveraging SFDC External Identity for all access