eDrive

Each loading card application form automatically becomes a lead in Salesforce. The form data is directly structured in Salesforce, reducing manual operations.

This application is intended for…

• Customers requesting a loading card via the website
• Partners responsible for assigning and sending the card
• Partners responsible for activating the card

The technology used is the standard Salesforce feature called ‘web-to-lead’.

Once the lead has been created, the sales process automation in Salesforce is launched. The new lead is automatically converted into an account and an opportunity. Once again, the data structure is managed by the tool during conversion. The appropriate products are automatically added to the opportunity, which is then closed by the tool. Closing the opportunity triggers the creation of an order in Salesforce with the relevant data.

An external partner is responsible for assigning and sending the card to the customer. Using Salesforce Community Cloud technology, a partner portal is available to allow the partner to download new pending registrations at any time. Once a card has been allocated to the customer and sent to them, the partner can upload a file similar to the one received to the portal, containing the card ID allocated to each customer. This upload automatically updates the Salesforce database, i.e. the card allocation for each customer and the order status.

Card activation is also managed by another external partner. For this final step, the use of a portal is not acceptable to the customer, who prefers to receive the files by email. Manual intervention is therefore required. An operator is responsible for exporting the list of cards to be activated using a button on the home page. They then receive an Excel file with the structured data, which they can transfer to the partner responsible for activating these cards.