Sales Cloud, Manufacturing, Salesforce

LevelShift Helps a Brewing Client Streamline Wish-List Creation with Demand and Request Tracking

LevelShift Helps a Brewing Client Streamline Wish-List Creation with Demand and Request Tracking

About the client

The client is a leading Craft brewing company in North America that delivers the finest brewing ingredients across America’s Pacific Northwest and states.

Solution

  • Built a wish list component to track requests and measure leads.
  • Created three different wish lists across each level: Quote, Account, and Product level.
  • The wish list is created when inventory is unavailable and the customer wishes to place a product on the wish list.

Benefits

  • The inventory system increased the ability to prepare plans for future investment.
  • It helps to track demand for products and next year’s inventory.
  • It helps to make the tracking of demand consistent, reportable, and actionable for the customer’s distribution and brewing sales.
  • Ability to have a clear vision and report on selling and non-selling products in demand.

Technology

Salesforce: Sales cloud

Technologies: Apex, Javascript, Lightning Web Components

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