HIKE2, a Salesforce partner and innovation consultancy, helps organizations looking to make a digital transformation while also getting the most out of their Salesforce investment. The company takes a collaborative, agile, and iterative approach to solving even the most complex business problems.
The Challenge
One such example of HIKE2’s ingenuity is when they identified a use case within the manufacturing industry to simultaneously provide a seamless digital experience for customers in B2C and B2B2C business models.
Previously, manufacturers were struggling to have a single touchpoint method that proved easy and fast for customers to register a newly purchased asset for warranty and other purposes. As a result, HIKE2 wanted to create a solution that not only addressed that pain point, but that also allowed manufacturers to create a more robust understanding of their customers in general. And they wanted to be able to do it natively in Salesforce without having to access a variety of systems that kept data siloed.
The Formstack and HIKE2 Fix
Enter what they called “Project: Product Registration.”
To create an easy way for the end-customer to register their purchase for warranty purposes, HIKE2 combined the powers and integrations of Formstack and Salesforce to create a single solution that solved the problem.
Here’s how it worked. Formstack generated the dynamic form that allowed a customer to fill out their personal and product information, which then validated the warranty. Meanwhile, Salesforce captured the data from the form fields in the back-end and automatically associated the customer info into a Contact record.
Not only did this solution allow the manufacturer to improve the digital record of that customer by confirming up-to-date contact information, but it also had the added bonus of signaling receipt of the specific product.
The Result
This immensely helped manufacturers, especially ones working through reseller or distributor channels, because once a product leaves the warehouse, there’s no easy way to track who actually uses the product. By providing this visibility through a simple Formstack and Salesforce solution, a manufacturer is more able to:
- Report and forecast future sales
- Provide a better customer experience post-sale
- Proactively provide maintenance and service options for their equipment sold
The Takeaway
Making use of Salesforce integrations can change not only the way you do business, but the way your customers run and manage their businesses. And there’s never been a better time than now to implement solutions that improve the customer experience while also expanding your ability to simplify customer data.
If you want to learn more about how Formstack or any of its partners can revolutionize the way you do business, check out our Partners Page.
