Project Name
Optimizing Inventory & Boosting Sales for an Apparel Retailer with RollUp Magic
Overview
Our client runs an apparel retail business, operating both online and across multiple physical locations. They utilize Salesforce to manage their inventory, sales, customer data, and more. As the business expanded, our client found it challenging to gain real-time insights into sales & inventory across multiple physical stores. They relied on technical personnel to write custom code for complex rollups on Salesforce data and, sometimes, manually aggregated inventory & sales data from different records, which was time-consuming and work-intensive. They were seeking a seamless solution that would automate this process.
Challenges
Our client spent a great deal of time writing rollup summaries to aggregate inventory, sales, and customer data stored across different Salesforce objects. This led to a lack of real-time insights, causing delayed decision-making, missed opportunities, and inefficient data management. The following are a few reasons for this:
- Difficulty gaining an accurate, centralized view of stock levels due to distributed inventory data across different stores & warehouses.
- Manual aggregation of sales data from multiple locations, which resulted in delayed insights into product performance and replenishment needs.
- Inefficient existing tools in providing real-time visibility into top-selling items, slow-moving stock, and regional sales performance.
- Difficulty tracking customer purchase history and preferences across locations, which limited personalized marketing efforts.
Our Solution
By leveraging RollUp Magic, our client was able to automate and streamline its data aggregation processes. Here’s how our app helped them:
- Inventory Rollups: RollUp Magic enabled the client to consolidate inventory data from all locations into a single view, allowing real-time stock level monitoring. Data from individual product records was rolled up to higher-level categories such as store location, region, and warehouse.
- Sales Performance Tracking: With our app, the client was able to aggregate daily sales data at the product and category levels, gaining in-depth instant insights into top-selling and underperforming products.
- Customer Rollups: The client created rollups to aggregate customer purchase history. This helps the retail team to track lifetime value and buying behavior across locations, enabling more targeted marketing campaigns.
- 70% less time spent on data aggregation with automated rollups, allowing the team to focus on strategic decisions.
- 15% boost in sales within six months with a better understanding of sales performance across locations.
- 10% increase in repeat customers with tailored promotions & offers initiated based on insights into customer purchase history.
- Quick decision-making with real-time insights into inventory and sales data. The client optimized its stock levels, avoiding overstock and stockouts.
Outcome
Conclusion
With our Salesforce app, RollUp Magic, the client was able to create rollups on inventory, sales, and customer data stored across different Salesforce objects. Our app reduced development efforts by eliminating the need for writing code to create custom rollups and also helped the client maintain accurate, up-to-date data across the Salesforce environment. As a result, the client saw a significant boost in productivity and reallocated the technical person to a more strategic task. Plus, the real-time insights enabled them to optimize inventory levels, run targeted campaigns, and improve their products.
Transform Complex, Fragmented Data into
Actionable Business Intelligence with
RollUp Magic!
Transform Complex, Fragmented Data into
Actionable Business Intelligence with
RollUp Magic!
