InspireXT’s helped India's finest jewellery retail client

To build operational excellence.

diamond shop

Challenges

A distinguished name in India’s jewellery industry, our client has established a nationwide presence. Our client’s legacy systems relied on manual processes for managing customers, accounts, orders, and feedback, leading to inefficiencies:

  • Decentralised Records: Customer and order data were tracked via spreadsheets and physical records, making information retrieval slow and inconsistent.
  • Manual Processes: Salespersons and showroom managers handled interactions manually, leading to inefficiencies and delays.
  • Inefficient Case & Feedback Management: Case management and feedback tracking lacked automation, making it difficult to address customer concerns efficiently.
  • Lack of Real-Time Insights: The absence of real-time data made it challenging for teams to coordinate and respond proactively.
  • Unstructured Customer Services: High manual effort was required to track customer engagement and sales, leading to inconsistencies.
  • Lack of a Single Version of Truth: Disconnected systems resulted in fragmented customer data, making it difficult to deliver a seamless experience.

Solution

InspireXT took an immersive approach to understand the challenges by doing in-person visits to get more clarity on the problem statements and designed a tailored Salesforce solution:

  • Walk-in Form & Activity: Centralised lead and enquiry management through Walk-in Forms.
  • Lead Management: Monitor customer interest and Streamline stage driven sales cycle.
  • Account Management: 360-degree customer view for personalised service.
  • Order & Order Line Management: Seamless purchase order tracking.
  • Appointment Management: Automated Appointment scheduling for better efficiency.
  • Case & Feedback Management: Streamlined issue tracking and resolution.
  • Activity Management: Track and manage all customer interactions.
  • Scheme Management: Monitor promotional schemes and benefits.
  • Reports & Dashboards:– Real-time insights, enabling data-driven decision-making across all business functions

Results

With InspireXT’s Salesforce solution implementation, our client now operates with greater efficiency and able to generate an impactful customer experience.

  • Comprehensive Customer View for personalised service.
  • Automated Inquiry Routing for faster issue resolution.
  • Efficient Appointment Scheduling and tracking.
  • Unified Order, Feedback & Case Management across multiple channels.
  • Multi-Channel Integration (toll-free, email, website, WhatsApp) improves accessibility.
  • Increased Workforce Productivity with better tools.
  • Easy Access to Historical Data (Data Mining) for data driven decision-making.

The Opportunity

Luxury Indian Bridal Jewelry Set

A distinguished name in India’s jewellery industry, our client has established a nationwide presence. Our client’s legacy systems relied on manual processes for managing customers, accounts, orders, and feedback, leading to inefficiencies:

  • Decentralised Records: Customer and order data were tracked via spreadsheets and physical records, making information retrieval slow and inconsistent.
  • Manual Processes: Salespersons and showroom managers handled interactions manually, leading to inefficiencies and delays.
  • Inefficient Case & Feedback Management: Case management and feedback tracking lacked automation, making it difficult to address customer concerns efficiently.
  • Lack of Real-Time Insights: The absence of real-time data made it challenging for teams to coordinate and respond proactively.
  • Unstructured Customer Services: High manual effort was required to track customer engagement and sales, leading to inconsistencies.
  • Lack of a Single Version of Truth: Disconnected systems resulted in fragmented customer data, making it difficult to deliver a seamless experience.

The Solution

InspireXT took an immersive approach to understand the challenges by doing in-person visits to get more clarity on the problem statements and designed a tailored Salesforce solution:

  • Walk-in Form & Activity: Centralised lead and enquiry management through Walk-in Forms.
  • Lead Management: Monitor customer interest and Streamline stage driven sales cycle.
  • Account Management: 360-degree customer view for personalised service.
  • Order & Order Line Management: Seamless purchase order tracking.
  • Appointment Management: Automated Appointment scheduling for better efficiency.
  • Case & Feedback Management: Streamlined issue tracking and resolution.
  • Activity Management: Track and manage all customer interactions.
  • Scheme Management: Monitor promotional schemes and benefits.
  • Reports & Dashboards:– Real-time insights, enabling data-driven decision-making across all business functions
Jewellery in luxury retail store

The Outcome

Gold jewelry in a store

With InspireXT’s Salesforce solution implementation, our client now operates with greater efficiency and able to generate an impactful customer experience.

  • Comprehensive Customer View for personalised service.
  • Automated Inquiry Routing for faster issue resolution.
  • Efficient Appointment Scheduling and tracking.
  • Unified Order, Feedback & Case Management across multiple channels.
  • Multi-Channel Integration (toll-free, email, website, WhatsApp) improves accessibility.
  • Increased Workforce Productivity with better tools.
  • Easy Access to Historical Data (Data Mining) for data driven decision-making.
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