This company is a global leader in laser technology. Their advanced laser systems are used in aerospace, defense, healthcare, and scientific research. These lasers cover a wide range of light—from ultraviolet to infrared—and are known for being powerful, precise, and adaptable.
The company works closely with scientists, engineers, and government agencies to support high-level research and innovation. With such specialized products, they also need strong systems in place to handle product returns and service requests effectively.
For similar automation and workflow optimization, explore our Salesforce Automation Approval Process case study.
As part of their business, this company offers support and warranty services for the lasers they sell. This includes managing product returns when something is defective, no longer needed, or covered under warranty.
But their existing return process had major issues. It was manual, time-consuming, and caused frustration for both staff and customers. They needed a solution that could:
You can see a similar approach in our Contract Renewal System case study, where we streamlined renewals using Salesforce automation.
Return requests (also known as RMAs – Return Merchandise Authorizations) were not logged in one system. This made it hard for the team to manage returns, see patterns, or give updates to customers.
Every step of the return process had to be handled by a person—reviewing forms, creating documents, and following up. This increased the chances of mistakes and slowed everything down.
Customers had to wait too long for responses to their return requests. This created frustration and reduced satisfaction.
Important documents like return receipts or confirmations were created manually, which wasted time and was not scalable as the business grew.
We helped the company replace their outdated, manual process with a modern, automated system—built entirely within Salesforce, the platform they already used for customer and sales management.
We created a clean and easy-to-use form that staff can use to submit and manage product return requests. This form is now available directly inside their system and works smoothly across different devices.
When a return is created, the system automatically generates a professional PDF document for it. This document can be downloaded, saved, or shared with the customer right away—no more manual paperwork.
The system now checks entries before allowing them to be submitted. This ensures all the information is correct and complete, reducing errors and confusion.
Every return request and its related documents are now stored securely inside the system. The company can control who can see or edit each file, making sure sensitive information stays protected.
You can also see how we handled data accuracy and system efficiency in our Data Accuracy and Efficiency case study.
Most of the steps in the return process are now automatic, saving hours of work every week.
Customers get quicker answers and support, leading to a better experience.
Fewer mistakes mean less rework, clearer communication, and higher quality service.
The team can now easily see how many returns are happening, how long they take, and what trends are emerging—all in one place.
The new system is scalable, meaning it can handle more returns as the company grows—without adding extra burden on staff.
By replacing a slow and error-prone process with a modern, automated return system, the company has significantly improved its operations. The new solution makes it easier to serve customers, meet warranty standards, and keep everything organized.
This upgrade not only helped solve today’s problems—it also gave the company a strong foundation for future success.
If you’re interested in similar transformation projects, check out our Salesforce CPQ Implementation case study and Automating Revenue Schedules case study.
Client Overview Our client is a prominent provider in the hardwood lumber industry, offering a wide variety of high-quality hardwood products through a family of trusted brands. With decades of industry experience, they are committed to making the hardwood buying process simple, reliable, and efficient for their customers. Their deep product knowledge, dependable supply chain, […]
Client Overview A growing organization needed a more efficient and accurate way to track and analyze their sales performance. Their existing manual, Excel-based system was slowing down decision-making, creating inconsistencies, and limiting visibility across the organization. Business Challenge Before engaging Astreca Consulting, the client faced several operational bottlenecks: Manual & Error-Prone Tracking – Sales data […]
About the Company This company is a global leader in advanced laser technology. Their products are used in a variety of industries—including aerospace, defence, life sciences, and scientific research. These lasers help professionals perform highly specialized tasks, from material analysis to medical innovations. Their team is known for developing cutting-edge solutions that support critical research […]