Sales Cloud, Technology, Salesforce

A Leading Food and Aero Technology Solution Provider Increased Revenue and Improved Operations by Creating a Global Customer Portal

A Leading Food and Aero Technology Solution Provider Increased Revenue and Improved Operations by Creating a Global Customer Portal

About the client

Client is a leading global technology solutions provider to high-value segments of the food processing and air transportation industries.

Client challenges

The client faced inefficiencies in managing customer transactions, limited engagement through existing channels, and missed opportunities for cross-sell and up-sell. Manual processes increased workload for frontline teams, slowed service delivery, and constrained revenue growth.

Solution

LevelShift implemented a Global Customer Portal to digitally transform business processes, enhance customer experience, and optimize operational efficiency. The solution included:

  • Improved customer satisfaction: Provided a seamless and accessible portal experience for customers.

  • Enhanced business efficiency: Streamlined processes reduced the workload on frontline teams.

  • Cost reduction: Optimized operations and automation lowered operational costs.

  • Digital transformation: Centralized platform modernized business workflows and interactions.

Benefits

By implementing the Global Customer Portal, LevelShift enhanced customer engagement, streamlined operations, and drove revenue growth. The benefits include:

  • Increased customer retention and customer efficiency through reduced time.
  • Increase in cross-sell/up-sell orders.
  • One-stop shop for client’s customers to perform routine transactions, leading to an increase in the number of parts ordered and service cases submitted via the portal.
  • The B2B commerce portal increased customer engagement 3-fold and increased revenue 2-fold.

Technology

Salesforce: B2B Commerce, Sales Cloud

Technologies: Apex, Javascript

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