This is a case study on how we improved our user experience in regard to lumber searches.
Astreca has excelled in developing customer relationship management (CRM) solutions for five-plus years, and we’re always looking for new ways to improve our systems and streamline the experience for our clients.
One area where we found significant room for improvement was the lumber search process. We were aware of the lengthy, complicated process that clients had to endure while searching for products that fit their needs. Challenges users faced included slow quote creation, inaccurate search results, and scattered or missing product information.
Thus, we began development on a comprehensive lumber search system for our guest user portal. This system aimed to centralize all product data into a single, easily accessible location — the lumber search report.
We began this task with four main objectives:
Creating a lumber search report from scratch presented a few technical hurdles. Five, in particular, stood out.
One challenge was the need to categorize data based on the names of the plants. The type of plant used is vital in the lumber industry. Therefore, meticulous planning and execution were required to properly organize this data.
One of our goals was enabling users to create quotes with a single click. This demanded the development of a seamless process, involving quick navigation to product detail pages.
Another objective was to incorporate guest user entitlement policy data into our guest user portal. This posed complex technical challenges, necessitating innovative solutions.
Ensuring accurate product pricing was a top priority. To achieve this, we implemented a system to extract and display prices from the “Inventory_Hold_Back__c” object.
We discovered and addressed an issue in which filter criteria were cleared when users moved between product detail and filter pages. Resolving this issue removed a frustrating limitation and enhanced the user experience.
We executed our solution by implementing Lightning Web Components (LWC). This UI framework allows users to display products based on their filter criteria. Additionally, we implemented a user-friendly button for displaying related products. These modifications optimized the user experience by removing clutter from searches and directing users to the most relevant products.
Previously, we relied on standard functionality for filtering and searching for products on our guest user portal. However, this approach had limitations, including inaccurate search results. Consequently, we undertook the task of developing custom logic to address these challenges.
Our mission to create a custom lumber search system was successful, and it’s improved our portal in every way we had hoped for. For example:
Our implementation of the lumber search portal has greatly improved the guest user experience, and we’re very satisfied with the results.
Astreca Consulting has been a leader in CRM solutions for more than half a decade. We specialize in using state-of-the-art technology to craft custom integrations in Salesforce and HubSpot. No matter what your needs may be, we have the skills and knowledge to help you grow your business and adapt to your unique challenges.
For inquiries, questions, or feedback, you can reach us via email at [email protected]. Alternatively, you can call us at 732-310-2796 or fill out our online form.
We look forward to meeting and creating the perfect solution for you.
For businesses managing subscription-based products, automating revenue schedules in Salesforce transforms efficiency and accuracy. This case study explores how a media company improved revenue tracking by automating these schedules. By focusing on automation, Astreca’s certified Salesforce consultants helped the company solve multiple pain points and elevate its financial reporting process. The Challenge: Manual Revenue Scheduling […]
Introduction This case study discusses how we worked with a company to automate their systems and streamline contract renewal operations. The company adopted manual contract renewal operations, which limited its business outcomes. They needed an experienced and flexible team to help them automate their contract renewal systems and improve their business results. Their operations and […]
Introduction Can you imagine cutting your approval times in half, eliminating bottlenecks, and empowering your team to work smarter, not harder? That’s exactly what Astreca achieved for our client. Unfortunately, our client has a cumbersome, outdated approval process. Therefore, they turned to us for a solution to streamline operations and fuel their growth. Through the […]
