Category: TitanDXP

TitanDXP

Step-by-Step Guide to Creating E-Commerce Portals with Titan for Salesforce

TitanDxp1 Comment

Taking your commerce efforts digital is a great way for your business to expand its reach and enhance the customer experience. Selling your products face-to-face can only get you so far in today’s digital climate. Not only is the traditional method time-consuming, but it also limits your reach to customers. Going online means that many customers can interact with your e-commerce platform at once from across the globe. You can also create separate platforms for selling your products to customers and businesses. By tailoring the experience per customer type, you can assure an enhanced experience that keeps your business profitable. 

Leveraging the power of your Salesforce CRM data to build a powerful e-commerce platform can meet the needs of B2B and B2C transactions. This guide aims to walk you through why you should choose Titan as the tool to build your B2B e-commerce portals, provide you with a breakdown of e-commerce Salesforce portals, and cover how Salesforce can enhance your B2B e-commerce. 

What are E-commerce Portals?

E-commerce portals are digital platforms that facilitate the buying and selling of your goods and services. You can consider these dynamic e-commerce portals as virtual storefronts where you can display your products and services for customers to browse. Perfect for facilitating your business-to-business (B2B), and business-to-consumer (B2C) transactions. Creating Salesforce e-commerce platforms offers the convenience of shopping from anywhere at any time. Key features of e-commerce platforms include secure payment gateways, detailed product listings, user-friendly interfaces, shopping carts, inventory management, and order management systems. 

How to Create an E-commerce Portal

Creating your e-commerce Salesforce portal can seem like a daunting task. We’ve created a general guide for you to follow to design, develop, and launch your B2C and B2B e-commerce portals. These steps will differ depending on your specific Salesforce edition or if you have chosen a third-party solution. 

  1. Start with your planning and research. Decide what products and services you want to sell and who your target audience will be. At this stage, you will need to determine whether you are creating a B2C to B2B e-commerce platform. Consider the type of revenue model you will use such as direct sales, commission, or subscription. 
  2. Choose your e-commerce platform while considering customization options, scalability, cost, and ease of use. 
  3. Decide on a domain name that is both easy to remember and relevant to your business. Ensure you choose a reliable hosting provider that can handle your anticipated traffic. 
  4. Design your portal ensuring your interface is easy to use and intuitive. Visitors should be able to smoothly navigate through the checkout process without having to contact your business for assistance. Your website should align with your business brand for a cohesive experience. 
  5. Customize the platform to suit your business needs. Include product listings with detailed descriptions, high-quality images, inventory information, and pricing. Integrate secure payment options. Set up shipping methods and include tax calculations based on the customer’s location. 
  6. Implement security measures to protect your customer’s data and ensure your portal has an SSL certificate. 
  7. Test your portal before launching. Conduct rigorous testing to ensure your product search, checkout, payment processing, and order management work correctly. Test portal performance under different traffic conditions to ensure the user experience is not affected.
  8. Launch your portal and make it accessible to the public. Keep an eye on the performance of your website and make any necessary changes to keep your performance optimal. 
  9. Optimize your portal using search engine keywords so your portal pops up when users search for it. Use marketing efforts to promote your portal and drive traffic to the site. 
  10. Use analytics tools to track user behavior, metrics, and sales. Provide customer support to handle customer queries and resolve their issues promptly. 

Creating an e-commerce portal requires careful consideration and planning. Consult your technical experts throughout the process to create a robust and successful e-commerce platform. 

Titan Enhances Salesforce B2B Commerce Cloud

Titan is the top Salesforce e-commerce solution on the market. Offering robust customization capabilities, you can enhance your Salesforce e-commerce B2B portals to deliver exceptional and tailored experiences. Using Titan, you can create B2B Salesforce e-commerce clouds without needing to know any code. This means you become the technical expert and have the power to build your own e-commerce portals minus needing expensive custom development solutions. 

Features of Titan’s E-commerce Portal

Let’s highlight some of the key features of this powerful Salesforce e-commerce platform builder. Titan offers a drag-and-drop interface so you can create and modify your pages, workflows, and forms without any coding knowledge. You can choose from a variety of customizable themes and templates to make the design process easier. These templates are launching pads so you don’t need to start from scratch. Unlike other tools on the market, the templates are completely customizable so you can change and edit them to match your company branding. 

You can create custom workflows that handle order processing, customer service, and inventory management. These processes eliminate the need for manual intervention which saves your business time and enhances the user experience by providing consistent outcomes. 

Rest assured that your data remains protected, the Titan web app is 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks. Titan is also fully accessible and meets all requirements outlined in section 508. 

Offering advanced analytics and reporting capabilities, you can track the performance of your Salesforce e-commerce solution. Overall, Titan is Salesforce for e-commerce made simple. 

Flawless Salesforce Integration with Titan’s Solutions for Salesforce

Titan’s solutions for Salesforce offer seamless integration with your e-commerce portals to enhance the Salesforce platform. Integrating your Salesforce CRM data with your e-commerce portals ensures you deliver tailored experiences to enhance your sales efforts. Titan’s integration guarantees enhanced data management, advanced analytics, and reporting capabilities as well as strong security and compliance for your e-commerce portals. The benefits of implementing Titan include streamlined operations, increased productivity, cost-effectiveness, scalability, and improved customer experiences. If you are looking to take the Salesforce E-Commerce Cloud to new heights, try Titan! 

Salesforce Admin · TitanDXP

Using OCR Technologies in the Salesforce Ecosystem

TitanDxpLeave a comment

Imagine a world where you never have to dig through those archive paper documents again to find that one document. Digitizing your documents instantly and accurately while seamlessly integrating the information in your CRM system may seem like a pipe dream. Say hello to the future with Optical Character Recognition (OCR) software. 

OCR for Salesforce is a complete game changer by revolutionizing how businesses handle data. You can convert scanned paper documents, PDFs, and images captured by a digital camera into editable and searchable data. Salesforce OCR not only minimizes the need for manual data entry associated with the risk of human error but also accelerates the process. 

By implementing OCR in your Salesforce instance your sales team can instantly capture client information from business cards or your support team can upload information from customer correspondence. The possibilities are endless and the benefits are instant. In this article, we will delve into the definition of OCR technology, the benefits of integrating OCR in Salesforce, and cover some key OCR solutions that are compatible with Salesforce. 

Definition of OCR Technology

So we’ve briefly covered that Optical Character Recognition is the method that converts your documents into searchable and editable data. Essentially, OCR extracts the text within an image or document and transforms it into machine-readable text. 

Here’s a brief overview of how OCR typically works: 

  1. First, you will need to capture an image of your document, scan it, or even use your smartphone. Remember that the quality of your image will affect how accurate the OCR process is so ensure your scan is as clear as possible. 
  2. The image undergoes preprocessing steps to improve recognition accuracy. These steps can include noise reduction, correcting tilted text, enhancing the contrast, and even converting the image to black and white. 
  3. The software will analyze the image and identify the text characters. Each character, word, and line is segmented and then compared to a database of known characters. Algorithms are used such as feature extraction or pattern making. 
  4. Once the text is recognized, it will undergo post-processing to correct potential errors and enhance accuracy. The software may refer to dictionaries for spelling errors and use text-based algorithms to assist with word recognition. 
  5. The captured data is machine-readable text that you can search, edit, and index. This final output can be exported to various formats including plain text, documents, and most importantly inputted into your CRM system to grow your database. 

OCR is invaluable for enhancing your operational efficiency, reducing the need for manual input, and improving your data accessibility. Keep reading to find out more about the benefits of using OCR in Salesforce and Salesforce Optical Character Recognition solutions. 

Benefits of Integrating OCR in Salesforce

Integrating Optical Character Recognition in your Salesforce ecosystem can offer your business numerous benefits. We’ve covered the native Salesforce OCR tool and highlighted a few of the key advantages for you to consider. 

Salesforce Einstein OCR

Salesforce Einstein OCR is the fully integrated AI-powered optical character recognition software within the Salesforce ecosystem. Einstein OCR offers high precision and machine learning to constantly improve its recognition capabilities. Due to being a native Salesforce OCR solution, Einstein integrates seamlessly with all other Salesforce applications for an efficient workflow. Einstein OCR can be applied in your sales processes by capturing lead information efficiently. Improve your customer service efforts with quick data retrieval. Automate the entry of your invoice and receipt data for all things finance. Enhance your marketing efforts by providing accurate data that can be used for audience segmentation. 

Automation of Data Entry Processes

First up we have the reduction of manual effort, OCR automates the process of extracting data from documents and inputs it into your database. This means your team doesn’t need to spend hours painstakingly reading documents and typing the information into Salesforce, OCR does it all for you. Data is also captured quickly which saves you time and allows your team to immediately start working with the captured information instead of spending time capturing it. 

Increased Accuracy and Efficiency in Data Capture

OCR goes under pre and post-processing to eliminate the likelihood of errors creeping into your database. Often with the traditional manual data capture process, errors can include typos or incomplete information being entered into your CRM system. You also can rest assured that your data will be uniformly formatted which is crucial for maintaining consistency and assisting with your content being easily searchable. 

Improved Customer Data Management

By capturing customer data quickly and accurately, you can address and resolve customer inquiries promptly. You can provide customized and personalized customer interactions using the data that’s readily available at your fingertips. By using OCR to capture your customer data in one central location, you can gain a unified view of your customers. 

Enhanced Compliance and Data Security

OCR software processes information securely so you can rest assured that your sensitive data remains protected. You can configure automated processes to ensure that your compliance measures are being followed each time data is extracted from a document. 

Key OCR Solutions Compatible with Salesforce

There are multiple tools on the market that you can use for your Salesforce Optical Character Recognition processes. These tools are designed to enhance the data management processes for your Salesforce OCR. We’ve covered the native Salesforce Einstein OCR solution above and will provide you with a brief overview of three third-party tools that you can use for OCR in Salesforce below. 

DocParser extracts data from any document, from PDF to Excel, and copies it to the location of your choice. 

Rossum captures and exports large volumes of data using AI-driven OCR. Offering high accuracy and quick deployment. 

Finally, we have Titan Files, a Salesforce Flows solution you can implement to streamline processes and enhance user flexibility. Titan offers OCR software that uploads any text directly to your Salesforce records in seconds. Whether you are working with receipts, passports, invoices, documents, certificates, or business cards the data will be captured efficiently and accurately. 

By leveraging the capabilities of OCR solutions and combining them with your Salesforce CRM, you can improve your overall efficiency, accuracy, and performance.