Cloud Creations Creates Shipping Wizard with Visualforce

IRVINE, CA – July 26, 2018 – Founded in 2008, Orgain is a manufacturer of delicious Organic nutritional products that include a line of: shakes, protein shakes, protein bars and protein powders, that help people lead healthy, vibrant lives. Orgain was created by Dr. Andrew Abraham who sought to create high-quality organic nutrition products for active people in need of great-tasting wholesome nourishment on the go.

Challenge

Orgain already had a Salesforce Enterprise implementation; however, because their business focus is to promote their product by offering samples to healthcare professionals they needed more diverse ways to build contacts, generate more leads, and then have an automation process in place that would manage this process and ensure that their contacts/leads received samples and that an Orgain representative followed up with the contact.

Orgain reached out to Cloud Creations to help fully automate their lead generation, and communication and fulfillment process.

Solution

Cloud Creations assisted Orgain by transitioning their samples and lead process into a web-to-lead platform.  An automated process builder integrated into Orgain’s Salesforce platform recognizes a lead then begins the process of converting the lead so that a packaging label is created using a FedEx Shipment app also implemented by Cloud Creations. From this point on process automation converts the lead into email follow up processes using a Mail Chimp app and Survey force app also integrated by Cloud Creations.

Reports and a dashboards were also integrated by Cloud Creations so that account holders could view the lead process from a dashboard view.

Cloud Creations also configured field views within objects for:  lead, account, products, and opportunities. A lightening for Outlook email integration was also configured into Orgain’s Salesforce platform as well.

Check out the Mail Chimp app install web to lead form below. It features an embedded email hyperlink feature on the template view and includes configured dropdown options menu features.

The FedEx app install has field configurations like search menus, check boxes for automation, notes fields, information fields, and custom objects that can be used to automatically calculate rates and shipping costs.

Take a look at the FedEx app install below.

A process automation builder recognizes when a lead is fulfilled then sends an email notification to the lead/contact that their samples have been sent.

Here is one of the email templates setup for contact/lead automation:

Cloud Creations configured reports and dashboards so users could access object information in a single dashboard panel. The panel could be expanded (top arrow down) and reports could be accessed with an embedded hyperlink (left arrow bottom).

Here’s a view of the dashboard and reports display panels.

Results

Orgain now has a diversified online sales platform capable of reaching current and new leads and contact in ways that expand their product visibility using Salesforce integrations implemented by Cloud Creations.

 

 

Media Contact
Samantha Rogers
(800) 951-7651
[email protected]
https://www.cloudcreations.com