COMMERCE, CA – Sep 28, 2017 – Headquartered in Los Angeles, where it was started 140 years ago, Smart & Final Stores, Inc. operates approximately 250 grocery and foodservice stores under the “Smart & Final”, “Smart & Final Extra!” and “Cash & Carry Smart Foodservice” banners in California, Oregon, Washington, Arizona, Nevada, Idaho and northern Mexico.
Smart & Final collaborated with Cloud Creations because they had many account executives, but no oversight in terms of how they could track their actual sales and leads activities. At the end of the month, the account executives would turn in a 4-page Word document outlining their activity, contacts, and leads, but this was the only way of tracking the data. Smart & Final looked to Cloud Creations for a standard Salesforce® implementation to create the robust tracking system that they lacked.
Cloud Creations deployed Salesforce® solutions that integrated several functionalities into the Smart and Final website. Custom objects were built out in contacts, accounts, transactions, and stores. Cloud Creations also used a Visualforce page for the purpose of filtering out activities into their Salesforce®. Campaigns were also set up in Salesforce® to track and target further customer and sales activities. A Jitter Bit app integrated into the Smart and Final website was used to track the transactions of business account holders. Computers installed into store registers uploaded customer Point of Sale transactions into Salesforce and into the custom objects in the Smart & Final website. Also, both Smart & Final and Cash and Carry websites were integrated into Salesforce to broaden their ability to capture data, and to allow users to view the results as a Contacts page in Visualforce. When the work was complete, Smart and Final account executives were trained to use the new system throughout 4 hours of on-site training by a Cloud Creations representative.
The Salesforce® solutions implemented by Cloud Creations gave Smart and Final the ability to track the leads and contacts created by their account executives. From this, they were able to capture the data they needed to improve services and incentives to their business account holders. Today, they have a more robustly integrated tracking system built into their website and can track users on a day-to-day basis.