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Zenkraft Blog

Run your Logistics and Post-Purchase Experience on the Salesforce Platform.

Creating a Shipments by Carrier Report

Published on 19 December 2019 by in salesforce reports 

 

Does your company ship with multiple carriers? If so, you should keep tabs on the number of shipments per carrier. This can be accomplished in 10 minutes or less by creating a Shipments by Carrier report in Salesforce Service Cloud! 

Not convinced? 

Here are... 

3 reasons you should create a Shipments by Carrier report:

  • Carriers Aren't One Size Fits All - If there's a wide gap between carriers, it might be time to say goodbye to that carrier.
  • Too Much Consistency - If the same carrier is being chosen consistently, make sure your CSRs are properly evaluating carriers on a shipment by shipment basis.
  • Being a Big Customer has its Benefits - Are you using one carrier for the bulk of your shipping? Use this as leverage to negotiate better rates.

Ready to create a Shipments by Carrier report? 

Watch the video above or follow the guide below.

How to create a Shipments by Carrier report:

  • Launch Service Cloud
  • Click on the reports tab in the navigation bar
  • Then click new report
  • Choose shipments with order as your report type.
  • Add 3 columns (Shipment:Shipment Number, Order: Account Name, Order: Order Number)
  • Group the report by carrier
  • Then select any filters you need (you might want to adjust the time period or the shipments you are viewing).
  • Now you are ready to generate your shipping report, click save and run.
  • The next screen will allow you to name, describe, and manage report visibility. Once you're satisfied with your selections, click save.
  • Clicking select folder allows you to choose which folders the report will appear in. An important option to note is the ability to make the report either private or public.

 

  • Last but not least, you can add a chart by clicking Add Chart in the navigation bar. A column chart is a great choice for a Shipments by Carrier report. It makes it easy to identify the carrier who has shipped the largest number of packages.
  • If you'd like to choose a different chart type, click the chart properties cog above the chart.

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Creating a Serial Returners Report

Published on 19 December 2019 by in salesforce reports 

Do you know which customers are consistently returning your products? Consumers generally hate returning items. So if a customer is making an excessive amount of returns, you should make an effort to understand why they are doing so. 

Watch the video or follow these steps below to monitor customers who have made multiple returns. 

How to Create a Serial Returns Report

Launch Service Cloud

Click on the Reports tab in the navigation bar.

Then click New Report.

Choose  Shipments with Case as your report type and click Continue.

Add two columns: Case: Case Number & Shipment: Shipment Number

Group the report by Case: Contact Name

Then click on filters to further narrow the data that will be included in your report ( This is useful if you want to see your shipments or if you want to see shipments from a specific period of time.)

Now you are ready to run your report, click Save & Run.

The next screen will allow you to name, describe, and manage report visibility.

Clicking select folder allows you to choose the visibility of your report.

Last but not least, you can add a chart by clicking Add a Chart in the navigation bar. For Serial Returns, I chose a bar graph to easily identify the customers with the largest number of returns. 

If you'd like to choose a different chart type, click the chart properties cog above the chart.

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3 Can't Miss Lightning Order Management Sessions

Published on 18 November 2019 by in salesforce 

The Zenkraft team is excited about Lightning order management, and you should be too!

 

Attend these sessions to understand why!

Delivering Operational Excellence with Salesforce Order Management (1)

What is it? -  The first in a two part session focused on order management. See a LOM demo that will help you envision how the product can be applied to your business. 

Why is it a can't-miss? - If you are interested in implementing LOM in your company, this is the best way to start! 

Shipping Salesforce Order Management: Product Strategy and Roadmap

What is it? - Discover how you can deliver excellent "after-the-buy" experiences with Lightning Order Management.

Why is it a can't-miss? - Consumer expectations continue to increase. They expect an excellent experience from product discovery to product delivery. Improving your "after-the-buy" experiences can help set your brand apart from those who aren't putting enough emphasis on post-purchase. 

Saleforce Order Management: Integrated Order Management Now Here!

What is it? - This session will also include a demo of the product, but Luke will talk in detail about aligning your order management system with Salesforce. 

Why is it a can't-miss? - You will leave this tour of LOM having learned how to aligned your current order management process with Salesforce's new solution.

 

We hope you will attend as many of these LOM sessions as possible . See you at Dreamforce!

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5 Can't Miss B2C E-commerce Sessions

Published on 15 November 2019 by in salesforce ecommerce commerce-cloud 

There's less than a week until Dreamforce. Are you still unsure of what sessions to attend? If you are a B2C pro, we have you covered! 

 

Architecting B2C Commerce for Scale: 679 Million Shoppers & Beyond!

What is it? - Get technical with Gaurav, Shanmugam, and Neeraj. These architecture efforts will detail how to build a scalable B2C Commerce site.

Why is it a can't-miss? - Make sure your site is built to withstand the barrage of holiday shoppers your marketing team is sending your way this holiday season. 

Salesforce B2C Commerce Roadmap & What's Coming In 2020

What is it? -  Amy and Chris will share the features that Salesforce is adding to B2C Commerce Cloud in 2020!

Why is it a can't-miss? - Your business is built around Commerce Cloud. Knowing what's next for Commerce Cloud will help you prepare for the great things you are going to accomplish in the new year! 

How Lululemon Localized Checkout Internationally

What is it? - Justin Juschka, Director of Product Management & Global Commerce Platforms at Lululemon, will speak about making purchases as pain-free as possible for customers. 

Why is it a can't-miss? - Learn how to stop losing shoppers because of sub-par purchase experiences. You've built a great product and built a better brand around it. Now focus on simplifying your payment process. This will help you get off on the right foot with new customers and keep repeat customers coming back for more

Fireside Chat with Gayitri Budhraja, VP of Brand from e.l.f. Cosmetics

What is it? - Gayitri Budhraja will walk through her philosophy on branding and differentiation. 

Why is it a can't-miss? - If you are interested in improving your B2C marketing skillset, listening to leaders in the cosmetics industry is a great place to start! 

How Fresh Creates Connected Commerce Experiences with Page Designer & Content

What is it? - Charlotte and Katie from Fresh will teach you how they are using Page Designer to create customized customer shopping journeys. 

Why is it a can't-miss? Marketers realize that each shopping journey varies from the next. This session will detail how to create killer content that will enhance user experience. 

 

If you enjoyed this article drop by Booth 1915 and say Hi! 

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5 Can't Miss B2B E-commerce Sessions

Published on 15 November 2019 by in b2bcommerce salesforce 

Knowing what you want to accomplish before you touch down in San Fransisco is key to having a productive Dreamforce. That's why we took the time to put together this list of must attend events for B2B e-commerce pros. 

Customer Love: Create B2C Experiences for Your B2B

What is it? - Katie and Mike from Slalom speak about providing "B2C-like" experiences for your B2B buyers.

Why is it a can't-miss? - Your B2B buyers have seen what great buying experiences look like in the B2C space. Learning how to provide "B2C-like" experiences for B2B buyers will be critical to your brand's success as the expectation of B2B buyers rise.   

How to Scale your B2B Implementation Across the Globe

What is it? - Deepak and Doug detail how your brand can go global with your B2B Commerce implementation. 

Why is it a can't-miss? - This interactive session will allow you to learn from the speakers as well as your peers who are also implementing B2B Commerce. 

Reinventing B2B Commerce and Field Service with Frito-Lay

What is it? - Kevin, Wayne, and Cortney detail how Frito Lay has transformed their "buy and deliver" model.

Why is it a can't-miss? - Managing field-service agents can be difficult. Focusing on improving the experience (and happiness) of your agents can have an incredible impact on customer experience. 

The Consumer Goods How-To Series: 5 Best Practices from a B2B Commerce Expert

What is it? - Eric will detail 5 best practices for transforming your retail channel partners' experience when buying from your brand. 

Why is it a can't-miss? - Transforming your retail channel partners' experience isn't just a trend in this blog post. It's a trend in the real world. Don't be left behind. 

Fireside Chat: Global Perspectives on Digital Transformation with B2B Commerce

What is it? - Gain perspective on expanding your B2B business in EMEA, LATAM, and APAC from Emmanuelle, Johnannes, Nils, Andy, and Taro. 

Why is it a can't-miss? - No one thinks expanding into different markets is easy. The barriers to your business's success seem endless Language, currency, shipping carriers, are all different. So let these Salesforce experts from around the globe help you get off on the right foot in your new region. 

 

We hope you will attend as many of these sessions as possible and return to your office ready to take your B2B business to the next level. See you at Dreamforce!

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