Shipping & Fulfillment with Salesforce

Create and Manage Orders with Salesforce

Streamline the allocation, assignment, picking, packing, and shipment of order items to help you provide a superior shopping experience for your customers.

For the last 2 decades, we watched the marketplace evolve. Technology has been the driving factor delivering innovation and disruption and does not seem to be slowing down anytime soon. Back in the early 2000s, we watched the rise of the digital platform, with marketplaces, social media, and the shift from desktop to mobile devices. We watched inspiration move from physical channels to digital channels. We saw the birth of digital advertising with Google Adwords and the start of social media. Shortly after we saw what was once futuristic, and is now a requirement, the innovation of AI with predictive recommendations. All businesses are facing disruption. With the personalized shopping experience from places like Amazon, customer expectations are only rising. Not only that, but customers are purchasing on so many different channels, from social media to voice on Alexa, and the competitive barriers to entry are getting lower, making it easier for competitors to enter the market. With competition heating up and customer expectations at a record high, it’s no wonder why businesses are looking for one platform to manage the entire customer journey. From consistent experiences to agile technology, we’ll help you bring it all together.

Supporting Omni-Channel Fulfillment Options

Use your store network as your fulfillment center. We’ll help you integrate your digital storefront so when customers checkout, you’ll be able to dynamically update the available shipping methods, offer shipping from the store based on availability, and let your customers know what inventory is available at local retailers for pickup.

Get real-time data with bidirectional sync that Integrates with Salesforce (Service Cloud, Sales Cloud, Marketing Cloud) so you can have full business operations visibility.


Increase in digital revenue from shifting from legacy channels from commerce

  • Decrease in cost of placing orders over legacy channels from commerce 10% 10%
  • Decrease in customer attrition or turnover 12% 12%
  • Number of additional site features/capabilities executed for commerce 16% 16%

Connect the Customer Journey

Connect your customer journey
We’ll bring together all of your systems, processes, and information to provide a single, easy-to-manage view of orders throughout the order lifecycle. We’ll connect commerce, orders, and service so you can:

  • Get a global view of the entire order lifecycle across selling channels.
  • Manage order capture, fulfillment, and delivery, all in one place.
  • Access a master repository of all order information.
  • Service orders before, during, and after fulfillment.

We’ll give you insight into the entire order lifecycle, so you can identify opportunities for improvement. Your customers will be able to submit orders no matter what channel they’re on, and they’ll be able to track their orders throughout the entire lifecycle. Your customer support team will be able to access all of the customer’s information throughout the lifecycle, to provide exceptional customer support.

Source: Salesforce Customer Success Survey conducted from 2017-2019. Survey respondents were 2,094 from the AMER region, Salesforce customers were randomly selected.


Increase in the total value of the merchandise

  • Increase in gross margin. 13% 13%
  • Decrease in time for standard merchandising operations for commerce 17% 17%
  • Decrease in time to execute new strategies 26% 26%
  • Increase in online revenue from commerce 12% 12%

Choose the Right Partner for Fulfillment with Salesforce

Leverage Our Salesforce Certified Talent.
Our technical platform capabilities and industry digital marketing best practices—gained from years of working with some of the world’s largest brands—have given us the skills and experience you need to drive results. We’ve got hands-on experience building marketing campaigns with Salesforce that drives revenue.

Maximize business impact.
Get more value from your Salesforce investment, faster. We’re here to help you maximize ROI and continue to innovate with the Salesforce platform.



Get better, faster results.
Streamline the allocation, assignment, picking, packing, and shipment of order items to help you provide a superior shopping experience for your customers. We can help you with:

  • Order tracking
  • Sales to order process automation
  • RMA 
  • 3PL Integrations
  • Inventory Management
  • PO Management

We’re Here For You Every Step of the Way


We’ll help evaluate whether Salesforce is a good fit for you. We’ll find the right clouds and supporting applications/integrations you need to accomplish your business goals.


We will design an effective system that empowers users while providing leadership with the insights on the overall performance they need to make business decisions.


The solution is built in a transparent manner where you understand what is being built and why design patterns are being used, so you can successfully and fully own the product.


We want you to get the most out of your investment and will provide the stakeholders and product owners with the training and tools to measure and encourage the adoption of Salesforce.


We’ll provide you with metrics to understand what’s working well and what can be improved, so you can plan and be agile and respond to changing market conditions.

Ready to get started?

We’re ready to help. Connect with us to learn how we can help you leverage Salesforce for
Marketing to maximize your business impact.