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E-Commerce Customer Portals: Powerful Salesforce Web Apps

Do you need complete e-commerce solutions for your Salesforce system? Titan has extensive Salesforce native options for your unique business requirements. Join us in the use case below to learn how a local university decided to take its products and services online with Titan.

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E-Commerce Portal
E-Commerce Portal

E-Commerce Customer Portals for Salesforce

A medium-sized university approached Titan to advance its organization’s goals with an e-commerce customer portal.

The university realized its sports teams were doing exceptionally well, winning matches against other campuses in the neighboring areas. To seize the opportunity to market the university’s brand to sports fans, the university decided to sell its merchandise online to gain greater exposure for the school.

At the same time, the university also needed to rework its outdated donation process. There are already many events held on campus for fundraising, with donations that go towards:

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Sports Scholarships
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Academic Scholarships
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School Excursions
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Acquiring the Best Teaching Aids
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Operation Budgets
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New Programs
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Student Life
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Healthcare Education
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Options for Healthier Food at the Cafeteria

“A friend wanted to donate at the IT campus fundraising event. Finding pens, a quiet space to concentrate, and filling out forms at the gaming party were challenging. We need to elevate the donation process for benefactors.”

IT Professor

Customized E-Commerce Portal for Salesforce

Requirements from University

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The university needs a responsive e-commerce portal, compatible across devices, for its customers to access products and services easily.
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The e-commerce portal needs full Salesforce integration.
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The university needs the project to be designed with zero code for quick and easy management.
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The e-commerce portal requires forms that automatically create leads for Salesforce.
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The university needs a catalog on the e-commerce portal to present products to customers.
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Customers need to purchase items through a checkout process.
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The e-commerce portal needs to integrate with any payment process.
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Customers need to be able to make donations on the e-commerce portal.

The University’s Challenge

Before using Titan, the university had customers walk into their supply store, choose branded products, and pay for these items via cash or card at its checkout.

Customers could also donate money at fundraising events through a manual form process. Cards were also accepted but were dependent on internet access. Details on the form would then need to be manually transferred to Salesforce.

E-Commerce Portal on Devices
E-Commerce Portal on Devices

Titan’s E-Commerce Solution for Salesforce

Turning to Titan, the university was able to maximize its Salesforce potential and directly showcase its products and services to online customers through an e-commerce portal.

The bar has risen for workflows and operations conducted at the university with the help of Titan. The university is now the proud owner of an efficient and engaging e-commerce web portal that has turned the organization’s growth around with boosted sales and donations.

Titan E-Commerce Portal

Titan Web Results

The university has improved its customer experience by offering its products and services online with the help of Titan. Using Titan Web, the university built an e-commerce portal that is 100% integrated into Salesforce and designed without any code, just clicks.

1. Entire Web Forms for Portals

The university has an e-commerce portal with forms that can add donor data to Salesforce in real-time. Benefactors can securely sign up to the online portal and make donations without standing in queues at fundraising events to make payments.

All donor data added to forms are sent to Salesforce automatically by Titan, saving administrators time and resources.

2. Custom Catalogs for E-Commerce

The e-commerce portal includes a catalog page designed with no-code. The catalog showcases the university’s merchandise pulled directly from Salesforce. Some of the university-branded merchandise that is available to customers include:

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Sweaters
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Jackets
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Bags
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Pencil cases
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Mugs
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Key Chains
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Stickers
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Lanyards

“Our products are all listed as records in Salesforce and can easily be added to the website with Titan.“

Secretary

Additional benefits from creating a catalog page with Titan include:

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Products are presented as thumbnail images for easy browsing.
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Customers can add products to their cart.
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Clicking on a product will provide more details, such as quantities in stock, price, and product pictures for different color options.

3. Automating Checkout and Payments

Interacting with the checkout process on the e-commerce portal is easy and reliable. Customers can click on their Salesforce shopping cart to review all the items they want to purchase. Additionally, Titan has provided a checkout button to start the purchasing process for the customer.

Payment Processes
Payment Processes

“Customer reviews rave about how they can use multiple methods to process their payment on our website“

Administration Assistant

4. No Paperwork for Donations

The university now offers an online donation application with a widget for benefactors. This easy-to-use component allows donors to submit data directly from the e-commerce portal while using interactive features from Salesforce. Some advantages of the application are:

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Customers generate professional documents from the e-commerce portal after entering data into the application.
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The generated document can be downloaded by the donor and university for recording.
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Forms include text fields for member login or sign up.
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Forms incorporate paragraph fields for donor feedback.
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Forms can comprise of interactive tables to easily add, inline edit, filter, and navigate through data.
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The tables have field summaries for quick data analysis.
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Forms can upload attached documents from donors to Salesforce which can be linked and displayed on a table.
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All uploaded documents are pushed to Salesforce in real time.
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Forms have lookup and picklist fields to enhance user experience.

The most significant advantage of partnering with Titan has been the ability to generate rich documents and embed them directly in the e-commerce portal as a lightning web component. Donors can now access the new donation application process and choose the funding program they would like to support.

Donations
Donations

The New Simple Donor Process

A donor starts the online application and can seamlessly navigate through several steps. At each step, data is brought from Salesforce, and donors only need to review and complete unfilled questions. Clicking on the Next button will allow donors to go through all the questions in the application sequentially until they are complete. Clicking the Save button will push all the data to Salesforce. 

“I had to stop the donation process due to other commitments, and when I returned to my application, I did not have to restart the process! I can now donate to the university baseball team conveniently, in my own time.”

University Alumnus

Additionally, different forms on the e-commerce portal are marked as complete with a tick, so donors know that they have supported a cause. The online donor application process is essential for helping benefactors make payments to the university quickly and at their convenience.

“There is so much that we have achieved with our e-commerce portal, and we look forward to future web projects with Titan, such as allowing prospective students to register for short courses online”

Academic Manager

*All organizational names and titles used in this article are purely fictional and if they happen to occur in real life it would be completely by coincidence.

Native Salesforce Integration with Titan’s Secure and Seamless Online Solutions

Don’t miss out on maximizing your e-commerce Salesforce solutions. Contact Titan today to help your organization grow in the digital space. If you want to learn more about how Titan can help you transform your organization, check out our video on Titan’s No Code Platform for E-Commerce.

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