Salesforce Managed Services for a top e-commerce marketing platform provider

The challenge

Yotpo, operating from eight cities worldwide, needed extensive changes delivered inside a highly complex Salesforce environment to streamline processes and raise efficiency without disrupting live operations.

Our solution

Our managed services team delivered flows for lead and portfolio routing with referral crediting, Einstein Bots fronting Support Chat, complex Community LWCs, a user behaviour analytics tool on the customer portal, a support hub sharing system with dynamic record sharing, activity tracking on community pages, case assignment redesign, data structure and quality optimisation, and DealHub/DealRoom enhancements.

Impact

• Higher campaign effectiveness, conversion rates and ROI
• Faster case resolution via Einstein Chat Bots
• More self-solved cases through shared partner knowledge
• Reduced cross-sales response time with team notifications