Zenkraft Blog

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

Customer Success – Meyer Dunlap

Published on 25 April 2018 by in salesforce fedex 

Meyer Dunlap is a promotional product distributor – Working with brands such as Samsung, Jim Beam and American Airlines, they provide the vital link between brands who want their logo on products and manufacturers who produce these products. You can find them at

The Challenge

  • Meyer Dunlap needed a way to track shipments from their suppliers, all the way through to their end customers.
  • With up to 6,300 shipments being sent out at a time, they needed to be able to see at a glance if there were any exceptions or problems with shipping. In the past, this would require uploading 20-30 tracking numbers to at a time, taking hours of valuable time and restricting scalability.
  • Exceptions and shipping problems which would occur could not be dealt with quickly enough leading to potentially unhappy customers.
  • These exceptions would be then sent back to their original destination costing Meyer Dunlap money to ship again.

The Solution

  • Meyer Dunlap use Zenkraft to track and report on thousands of shipments every day. Their suppliers send them details of order numbers when they ship them, which are then uploaded into Zenkraft where they can be reported on instantly.
  • Meyer Dunlap first found out about Zenkraft after they had committed to using Accounting Seed, a valued partner of Zenkraft.
  • Due to the simple set up and excellent customer service Zenkraft is famous for, Meyer Dunlap were able to get started in a couple of days.
  • Meyer Dunlap are now able to upload all of their order numbers to Zenkraft and instantly track and report on every single shipment at a glance. This allows them to predict and solve any potential issues right away.
  • The ability to configure the frequency of tracking updates allows them to notify customers within an hour of problems with shipments occurring.

The Results

  • The ability to instantly track and report on thousands of shipments in seconds is a life saver for Meyer Dunlap.
  • Meyer Dunlap use a 3rd party e-commerce platform which Zenkraft integrates with easily allowing everything to work without any problems at all.
  • Being able to alert customers as soon as a problem occurs gives Meyer Dunlap a huge boost to their already excellent customer service.

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Find out your total shipping spend with this report

Published on 15 March 2018 by in salesforce reports 

Step 1

Select ‘UPS Shipments’ as the report type

Step 2

Add the following fields:

UPS Shipment: UPS Shipment Number

Negotiated Rates Grand Total

Total Charges

Tip – You may see a difference between the Negotiated Rates Grand Total and Total Charges, this is because the ‘Total Charges’ field doesn’t take into account any discounts which you are entitled to.

Step 3

Summarize the Negotiated Rates Grand Total field

Check the ‘Sum’ checkbox

Step 4

Save the report

Final Result

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Is your business suffering because of its returns policy?

Published on 09 February 2018 by in  

Returns policy

Is your returns policy hurting your retail business?


With so much being bought online it is typical that users will occasionally want to return products for any number of reasons. This means as a retailer you must be ready to accept these returns. This doesn’t mean have enough cash flow to be able to refund the customer, or even to give them store credit (more on this later). You must have a plan to deal with the return as quickly as possible, providing a seamless returns experience.

The potential impact of not having a smooth returns process could be astronomical. 40% of users stated that they would not buy from that retailer again. This can be disastrous as we all know it is 5 to 25 times more expensive to acquire a new customer than it is to retain an existing one.

cash refund

It is the short-sighted retailer who refuses customers a cash refund.

The demands of today’s consumer are such that a refund of store credit may lead them to feel cheated. This could make them think twice before returning to shop with you again. Short term thinking suggests that giving store credit keeps the customer buying with you. This is not true as 95% of customers would shop again with a retailer if their returns experience was a good one.

As a retailer, especially when operating online where customers don’t have the option of talking to a person. It is especially important to show your returns policy as clearly as possible before someone decides to purchase. As many as 49% of shoppers will actively check the returns policy of a retailer prior to making a purchase. In the same way requiring customers to create an account before buying can put them off, offering a convoluted or restrictive returns policy, also creates a barrier to purchase.

A great example of this in the UK is that I recently bought some business cards for Zenkraft, there were two websites I could have bought them from, one didn’t have a returns policy listed, and the second gave a no quibble returns guarantee, so whether it was misprinted, or just wasn’t what I was expecting, even though the other website was cheaper, I bought from the second site simply because if anything went wrong I’d be able to send them back. This is so important, especially in this case for the retailer as I will definitely use them again.

Manage expectations and keep total transparency

According to e-commerce management platform Navar, the most important part of the returns process is transparency.

“Consumers are satisfied largely due to strong communication about package and refund status,” says Narvar about Amazon.

Enabling your customers to see the status of their return online, and keeping in touch via email is so important. Even though Amazon has more hoops to jump through before your return can be processed. Customers are more satisfied when kept in the loop by the retailer.

streamlined returns

So how can you streamline your returns process?

The demand for transparency, lack of restriction and speed of return/refund mean that the use of technology is a must.

You must be able to first allow your customer a simple and easy way to book a return with you. This means that the customer doesn’t have to call be on hold for 10 minutes. They want to be able to book the return on their computer, (or increasingly their mobile phone). Here are some things to think about:

  • Do you have a dedicated returns portal where customers can log in, or even just enter their order number?
  • How do you send your customers their return shipment label?
  • How do you let your customers know when their return will be processed/picked up and refund issued?

All of this can be done with the use of technology, have a look at this video we put together.

In the video, the customer is able to visit a returns portal. They can enter their order number and choose which product they want to return. The most important part for the retailer is being able to give a reason why they are returning it. This last feature allows the retailer the visibility over the reasons for returns. If the product is consistent of insufficient quality. The wrong size or color, the retailer will be able to make adjustments further up the chain.Once the return is booked automatically with the carrier company, the customer can print the return label or have it emailed to them.

Call centre returns

The Solution

Another way you could do this, especially if you have call centre facilities, or a customer service team, is to have customers call up to book a return with you. This way you can book the return over the phone and email them the label. This can only be done using technology and having customer data as well as shipping data available inside your CRM system.

The next stage will be to keep the customer informed as to when they will receive their refund. This will require you to email them, or SMS them, or even allow them access to the portal which will show them the status of the return. This is perhaps the most important part of the returns process. This is where the customer is in limbo between sending the parcel and receiving their refund. 29% of customers interviewed by Narvar were worried their return would get lost in the mail. This extra level of communication will be hugely important.

Finally processing the refund and restocking the product. This could perhaps be the most complicated of all of the processes as it involves so many moving parts. You may be using your CRM and accounting software to process the refund. Your ERP and inventory/warehouse management system will be used to restock the item ready for resale. Remember you also need to keep your customer notified of when their refund will be with them. Joining all of these dots again can only be done with Technology and applications such as Zenkraft and Salesforce.

At Zenkraft, we have developed a system which keeps all of your shipping data and customer data side by side. This means that not only can you generate shipments without needing to copy and paste data to your carrier company, completely eliminating any potential human error.

Are you a retailer? What is your returns policy? What have your experiences with other online and offline retailers been? Let me know below in the comments.

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Product Update Webinar – Custom Object Integration (3 Objects Deep)

Published on 19 January 2018 by in  

In this latest product update webinar we will show you our newest feature allowing you to pull data from fields three objects away.

This is great if you create Returns from Cases, you can pull related contact and product data directly into the shipping wizard for one-click shipping without ever creating a formula field!

This webinar will last 30 and will include a Q&A at the end.

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Upload UPS Tracking Numbers for Tracking in Salesforce

Published on 12 January 2018 by in  

This post will show you how you can upload ups tracking numbers from a CSV file into salesforce, and have our UPS app provide you with tracking updates.

For this example we will use a Sales Order object that has two fields. One for the tracking number and one for the ship date you will be uploading.


The first thing you need to do is create a look up from the UPS Shipment Object to your Sales Order object, if you haven’t already done so. If you are unsure how to do this, please look at step 4 in this guide.

Once you have your look up relationship, you need to create a UPS Custom Address Source entry. Click on the “UPS Custom Address Source” tab, and then click New.

Fill out the Custom Address Source Name, select the Sales_Order__c under object, and make sure that you populate the Shipment Object Lookup Field. Your screen should look like this:

Click save.

Next please create a new Process Builder task and give it an appropriate name such as “Bulk Upload Tracking Numbers”

Next we have to select the object we are going to look for changes on, that will then create the UPS shipment for tracking. In our case we select “Sales Order”.

Click save, and move onto the “Add Criteria” section. This is where we need to check that a tracking number has been added and a ship date has also been added. Fill in the fields as you see below:

Click save, and then choose “Add Action”.

As you can see from the screen above you need to fill in quite a few fields.

  1. Set the “Action Type” to be “Apex”
  2. Fill in “”Action Name”
  3. Under “Apex Class”, ensure you choose “Track Shipment (UPS)”.

You will now need to set all the variables: Below is an explanation of each one:

preferenceIdType: IDValue: is the Salesforce ID of your UPS Preference. The id can be found by navigating to the preference and copying the last part of the URL.

trackingnumberType: Field ReferenceValue: choose the field on your Sales Order object where the tracking number will be populated

recordId – Type: Field ReferenceValue: choose the RecordId of this Sales Order object. This is what you should see:

createShipmentIfNotFoundType: BooleanValue: True or false. If the shipment tracking number is not found in UPS system then continue to create the shipment record.

customAddressIdType: IDValue: this is the ID of the Custom Address Source we created earlier. To get the ID just click on your Sales Order Custom Address Source object and copy the ID form the URL:

Click save and don’t forget to Activate this process builder task.

We are now ready to start using to load in your data.

Go to and sign in using your salesforce login, then select New Task

Then click on “Import”:

Select the object we are going to upload our details to, in our case the Sales Order:

Click next, and you will then be able to choose your CSV file to upload. You also have other options of where to get your data from, but thats beyond the scope of this blog post.

After click Next you will need to map the columns in your CSV file to the fields on your Salesforce object.

Once you click next, you are presented with this screen:

The most important part of this page is setting the Batch API to run 1 record at a time. Please double check you have set this otherwise the process builder task will only run once, and not for each row in your CSV.

Click Save and Run.You should now see the task running:

Whilst this is running you should be able to go into your salesforce and click on Setup > Monitoring > Apex Jobs and see a screen similar to this that shows the individual shipments being created:

If there are any errors you will see them displayed here.

When you now go and view any of your Sales Orders you will see the UPS Shipments objects in the related list, and this will update the tracking details according to your scheduled tracking settings.

Please contact us if you have any questions.

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