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“Conga Composer pulls custom fields from everywhere in Salesforce into a nicely formatted Word doc. The process is so efficient we can keep scaling our business.“
Tim Hoyt
Chief Technology Officer, Picture Marketing
Chief Technology Officer, Picture Marketing
Picture Marketing integrates Salesforce Customer Portal and Conga Composer to automate customer shipment status reports; saves $50,000 annually
Challenge
Picture Marketing’s FotoZap Camera is used by marketers to drive event attendees to branded websites and collect leads. Due to an exploding sales volume, the fulfillment process had to be made highly scalable. Customer fulfillment requests were being manually filled in by customers, faxed, and re-keyed into Salesforce.
Solution
Implemented Salesforce customer portal to accept fulfillment information requests online.
Implemented Conga Composer to integrate custom object data into a nicely formatted customer status report.
One click on a customer record pulls customer data, event and ship dates, FedEx tracking numbers, etc into a Word doc, attaches it to an email, logs the activity into Salesforce and emails the status to the customer.
Results
Picture Marketing has a highly scalable process for fulfilling customer requests for their event marketing system
Avoided hiring an FTE to manually report shipment status
Increases customer satisfaction and positions the company as highly efficient
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