About the client
The client is an educational company that provides multisensory math programs designed to enhance student learning and understanding of mathematics. They use tactile and visual techniques to make math concepts more accessible and engaging for students, particularly those who may struggle with traditional teaching methods.
Client challenges
The client lacked integration between Salesforce and WooCommerce website. This caused operational inadequacies, data inaccuracies, missed sales, and diminished customer engagement opportunities.
Solution
LevelShift successfully executed a bidirectional synchronization that linked the client’s WooCommerce website with the Salesforce platform. To meet the integration needs between these two systems, the following solutions have been deployed for customers and sales reps:
- When a customer generates a Quote on the WooCommerce website, a lead is automatically created in Salesforce using Zapier.
- When a sales representative creates a quote, which is identified from their touchmth.com email ID, on the WooCommerce website for a customer, a Website/Quote record is generated in Salesforce via Zapier.
This synchronization guarantees that when customers place orders on the WooCommerce platform, all relevant data is accurately mirrored in Salesforce. The integration is orchestrated through Zapier, which acts as the intermediary platform harmonizing the operations of both systems.
Benefits
- Salesforce integration with the WooCommerce website resulted in an 89% increase in operational productivity and 100% customer engagement.
- Improved data accuracy from reduced manual data entry resulted in significant cost savings of 75%.
- The integration facilitated a remarkable 25% increase in revenue generation, highlighting its impact on overall business performance.