TraLaMa

To ensure a seamless experience for all parties involved, Factor3’s development team was asked to integrate the Fresh Meal Plan website with their new Salesforce CRM platform. This meant utilizing the necessary Salesforce REST APIs to develop code that would allow for a two-way sync of data and communication between various parts of the Fresh Meal Plan e-commerce website and their Salesforce CRM platform.

When a customer selects a plan, an “Opportunity” record is created in Salesforce, which gets open and closed once the customer actually signs up. If an opportunity remains open, the sales team can take action from Salesforce by engaging with the customer via email, whether that is direct conversation or providing a special offer to close the deal. Closed opportunities move on to the next stage of the fulfillment process where the sales team works through the queue of orders that have come in.

Since the Fresh Meal Plan sales team was constantly honing and updating their meal plan offerings and pricing, it was essential to have a centralized spot where the Sales team could update those subscriptions. By storing the meal plans in a set of custom objects in Salesforce, plans, pricing and descriptions could easily be updated by anyone on the sales team. At the same time, utilizing the Salesforce REST API, we were able to program and transition a previously static display of meal plan offerings and replace that with a dynamic, real-time view so the customer always sees the most up-to-date offerings.