Salesforce Onboarding Automation for CPG and Logistics Industry

Eliminate onboarding challenges with ease!

CoreFlex’s Onboarding utility is designed specifically for Salesforce users in CPG and logistics industries for Customer Onboarding and LifeCycle Management. Utility is designed keeping user efficiency to perform minimal data entry, considering industry-standard intuitive screens to enable user adoption, automated routing capability to enable seamless approval process, documents integration and cost-effective solution streamlines the customer Onboarding and equipment management process, ensuring efficiency and simplicity every step of the way.

9 functional modules covering the end-to-end customer onboarding process. automated flows

Product based offering with a

Simple Pricing Structure

Contact Sales

95%

faster customer onboarding, slashing the time from 5 Days to minutes

CoreFlex is very agile, knowledgeable, and communicates extremely well. They are thoughtful in choosing the proper path forward but do not take an exorbitant amount of time in making decisions. Coke UNITED is extremely pleased with the product CoreFlex has built for us and plan to continue with their services for years to come! CoreFlex is very knowledgeable regarding Salesforce and coding, in general. For those times when they don't know the answer, they are forthcoming in saying they aren't sure but will find the answer, and they find that answer in a very timely manner. When we encounter an issue with the system, CoreFlex is quick to tackle that issue, figure out what happened and how to correct it. CoreFlex is extremely knowledgeable regarding our needs. They are professional, timely, competent, and (most important to me) communicative. I would highly recommend their services.

- Master Data Manager, Third largest bottler of a global beverage company

5.0

CSAT score

for 3 times in a row

Built on Salesforce

Leveraging full advantage of the Salesforce data model

Functional Modules

This module creates a user-friendly, automated processes that would ease the customer onboarding and management.

Customer LifeCycle Queue

A customized homepage built on Salesforce Lightning Web Components offers a centralized and user-friendly interface. The unified dashboard displays drafts, new requests, pending approvals, and the latest statuses. Serves as a one-stop platform to create and manage all nine functional modules efficiently. Enhanced search functionality across multiple fields for quick and precise results.

Customer Onboarding Modules

Onboard a customer for Direct Store Delivery, Full-Service Vending, Classic Foods for both Food and Beverages and Micro Market for Kiosks into SAP S/4HANA and VendSys using the Salesforce onboarding application.

Driver Module

Driver module onboards a new driver to a New or existing Route in SAP S4/HANA.

Data Change Management

The Data Change module allows users to update, modify, or correct data in real time, enabling the modification of existing customer information to maintain data accuracy. It ensures seamless integration with SAP S/4HANA, providing real-time data synchronization.

Equipment Management

The Equipment Change module is designed to streamline equipment and order management for existing customers. Providing the capabilities of Repair, Removal, Ownership Change, and Placement of new Equipment enhancing operational efficiency

Employee Assignment

The Employee Reassignment module facilitates the seamless transfer of employees within an organization. It ensures smooth transitions by updating records related to employees and managers.

Customer Suppression

The Customer Suppression module enables organizations to deactivate or suppress customer accounts, preventing further transactions while retaining historical data. It also provides an option to disassociate or remove equipment or assets linked to the suppressed customer, ensuring efficient data management.