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Salesforce B2B Order Management

Start Package

Essential

from

by request

Order Management Elevated

You receive the customized Order Management Console App;
360° view on customer’s orders;
Order information is easily accessible;
Modify Delivery methods as needed;
Cancel item automated process;
Create Order Summary flow;
Return item automated process;
Automatic calculations of financial results;
Customized order fulfillment workflow for Single Locaiton Low Volume scenairo.l

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Growth Start

from

by request

Streamlined B2B Order Mastery

All features from Essential;
Customized order fulfillment workflow for Single Locaiton Low Volume OR Single Locaiton High Volume scenario;
Configured Process Exception tracking process;
Preconfigured analitical Reports and Dashbords.

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Ultimate Start

from

by request

Advanced B2B Order Precision

All features from Growth Start;
Customized order fulfillment workflow for Single Locaiton Low Volume OR Single Locaiton High Volume OR Multiple Locations Low volume scenario;
Configured Priority and Routing rules for Multiple location scenario;
Custom Reports and Dashboards;
Export fulfillment orders automated process;
Web Service for Importing Advance Shipping Notes.

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Simple and Sustainable

Pricing

Features

Essential

4-6 weeks

Growth Start

4-6 weeks

Ultimate Start

4-6 weeks

Discovery and Design

Discovery Interviews
Design Documentation

Discovery Interviews
Design Documentation

Discovery Interviews
Design Documentation

Development and Configuration

Configure Order Features
Enable Order Management
Customize Order Management Console App
Customize Order Summary Record page
Configure Field Level Security
Clone and Configure Standard Flows:
- Cancel Item Flow
- Create Order Summary Flow
- Return Item Flow
Configure Delivery Methods
Install Single Location Low Volume package

Configure Order Features
Enable Order Management
Customize Order Management Console App
Customize Order Summary Record page
Configure Field Level Security
Clone and Configure Standard Flows:
- Cancel Item Flow
- Create Order Summary Flow
- Return Item Flow
Configure Delivery Methods
Install and Customize Fulfillment Flows (based on business needs):
- Single Location Low Volume
- Single Location High Volume
Configure Process Exceptions
Install Order Management Reports and Dashbords package

Configure Order Features
Enable Order Management
Customize Order Management Console App
Customize Order Summary Record page
Configure Field Level Security
Clone and Configure Standard Flows:
- Cancel Item Flow
- Create Order Summary Flow
- Return Item Flow
Configure Delivery Methods
Install and Customize Fulfillment Flows (based on business needs):
- Single Location Low Volume
- Single Location High Volume
- Multiple Locations (Low Order Volume)
Configure Process Exceptions
Configure Priority and Routing rules for Multiple Locaitons
Install Order Management Reports and Dashbords package
Create Custom Report Types (up to 3)
Export Fulfillment Orders (creates .csv file as a result)
Configure a Web Service for importing ASNs (Advance Shipping Notices)

Adoption

Admin training
User training

Admin training
User training

Admin training
User training

Data migration

Account, Contacts, Order, Order Summaries (plus other Order Management related objects) - up to 10000 records

Account, Contacts, Order, Order Summaries (plus other Order Management related objects) - up to 12000 records

Account, Contacts, Order, Order Summaries (plus other Order Management related objects) - up to 15000 records

Post-Go-Live

Support

Support

Support

* Total effort related to management items boundaries

Order Management Flow customizations (up to 24 hours)
Order Management App customizations (up to 4 hours)
Lightning App Pages customizations (up to 4 hours)

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Order Management Flow customizations (up to 24 hours)
Order Management App customizations (up to 4 hours)
Lightning App Pages customizations (up to 4 hours)
Order Management Apex classes configuraions (up to 16 hours)

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Order Management Flow customizations (up to 36 hours)
Order Management App customizations (up to 4 hours)
Lightning App Pages customizations (up to 4 hours)
Order Management Apex classes configuraions (up to 8 hours)
Custom Objects/Fields (up to 4 hours)

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Addons

Salesforce B2B Order Management

Quick Start Benefits

Rapid Implementation: Quick Start accelerates the implementation process, allowing businesses to launch their B2B order management system faster than traditional implementations. It results in a faster time-to-market and a greater return on investment.

Streamlined Order Processing: B2B Order Management Quick Start simplifies and automates the order processing workflow. As a result, customer satisfaction increases through improved efficiency and reduced manual errors.

Integration Capabilities: The solution seamlessly integrates with Salesforce's suite of products and third-party applications, ensuring that your order management system is part of a connected ecosystem. This integration helps streamline data flow and business processes.

Customization and Flexibility: Quick Start provides preconfigured order management workflows that you can customize to meet business needs. You can tailor the solution to accommodate specific workflows, pricing models, and business rules.

Multi-Channel Order Capture: B2B Order Management Quick Start supports multiple order capture channels, including online, mobile, offline, and customer service agents. This allows your customers to place orders using their preferred method, enhancing their experience.

Enhanced Customer Insights: The solution captures valuable customer data and order history, providing insights that can be used for personalized marketing and sales strategies, as well as for improving customer service.

Analytics and Reporting: B2B Order Management Quick Start provides reporting and analytics tools that allow you to monitor order performance, track sales, and gain insights into your order management processes.

Compliance and Security: Salesforce prioritizes data security and compliance. Quick Start helps businesses meet regulatory requirements and ensures that sensitive customer and order data is protected.

Scalability: The solution is built on the Salesforce platform, which is highly scalable. Quick Start establishes a foundation that can grow with your business, accommodating increased order volume and complexity.

Reduced Costs: Through improved efficiency and reduced errors in order management, Quick Start can help businesses save on operational costs and minimize the need for manual intervention.

Enhanced Collaboration: The solution fosters better collaboration between sales, customer service, and inventory teams, leading to smoother order management processes and better communication.

Quick Start Stages

1. The First Call

We get to know all the stakeholders, requirements, and deadlines and schedule meetings to prepare the Statement of Work (SOW) — the duration is approximately 60 minutes.

2. The Discovery Call

We will clarify your goals and show you the list of possible solutions—the duration is approximately two meetings, 120 minutes each.

3. Your Salesforce Platform Development and Configuration Review

Together, we will review the functionality of your brand-new system, guide you through the user interface, and make any necessary adjustments. We will conduct these sessions weekly to ensure a smooth and optimized experience.

4. Preparation for Data Migration and the Migration Itself

We offer ready-to-use templates, guidelines and assist in building data mapping. Your task is to follow the provided directions. The duration may vary depending on the volume of data.

5. The Training

We train all stakeholders to use the system correctly — the duration is approximately 120-180 minutes.

6. User Acceptance Testing

We collaborate closely with your team to double-check and thoroughly test the system, ensuring it aligns with your requirements and operates smoothly. We guarantee that the system runs appropriately and meets your expectations.

7. Post Go-Live Support

We are committed to promptly resolving any issues that arise during the initial weeks after the release. Our dedicated support team is here to assist you, ensuring a smooth transition and helping you gain confidence in the software's reliability.

FAQs

What are the Most Popular Quick Start Packages?

We frequently configure Sales Cloud and Service Cloud within Salesforce Customer 360 Platform setup, as they are vital for various businesses. Salesforce Lightning helps you customize and enhance these components, delivering a flexible and more productive user interface.

Why Should We Choose Redtag for Quick Start Implementation?

Redtag has a lot of experience helping companies start with Salesforce quickly. We leverage pre-built templates to simplify the process and make it affordable and straightforward. You work with the same team members throughout the project and may be confident we assign the right talents to tackle your problems.

What’s In The Package?

The Quick Start service assists you with a smooth Salesforce (varies with your Salesforce Cloud Technology) adoption and implementation, preserving all your existing data migrated over. You can rely on a dedicated consultant and a QA team to ensure your success. We conduct regular meetings to discuss progress, user testing and acceptance, and training to ensure all stakeholders use Salesforce effectively. Let’s go through our Salesforce Quick Start guide to make it clear.

Quick Start Advantages

Salesforce Quick Start service assists you in adopting and implementing Salesforce smoothly (varies based on your Salesforce Cloud Technology). It ensures the preservation of all your existing data during migration. We conduct regular meetings to discuss progress, user testing, acceptance, and training, guaranteeing effective utilization of Salesforce by stakeholders.

What’s Not Included?

The Quick Start implementations are primarily designed to provide a time-limited and service-limited out-of-the-box solution that caters to the specific requirements of each business and serves as a sufficient starting point for Salesforce. However, it's important to note that certain items may be excluded from the defined scope of work.

Custom integrations;
Payment processing;
Marketing automation;
Middleware configuration;
Tailored mobile solutions;
Third-party storage services integration.

Pricing

Your final price varies with the selected Salesforce Quick Start Packages and your requirements.

Health Check

Solution Design & Implementation

Managed Services

Staffing

Boston

New York

Chicago

Webinars

Podcasts

Salesforce B2B Order Management

Start Package

by request

by request

by request