Marketing Cloud, Trailhead...
It is the nature of a daily deal site like Catch to move fast. That 60% off deal you saw yesterday? It could be gone by tomorrow. The palpable fear of missing out that Catch creates is in part thanks to vendors who have limited stock or a tight deadline on a discount.
So customers aren’t the only ones who need to be expeditious if they want to nab that hot offer. For Catch to provide the best deals on the best products, they need to get the vendor on board fast, and make the most of the offer or the stock while it lasts.
With an old system relying on antiquated paper-based processes to sign up vendors, Catch was seeing bottlenecks in the vendor journey which caused delays and missed opportunities. It was time to speed things up and Catch turned to The Lightning Platform to see them fast out of the blocks and off at pace.
PDFs, printing and pigeon holes
User stories set the scene
Getting financial approval and stakeholder engagement to build a vendor on-boarding app and solve this cumbersome process was not hard.
“The team was crying out for assistance,” says Proud. “Everyone could see this was a challenge that needed to be addressed.”
Initial discussions between the small team assigned to developing a solution and Mav3rik, a Salesforce implementation partner, identified the high-level issues at stake. User stories were then created to really drill down into the specific problems that needed solving. This meant the team members who had close experience with the on-boarding process were given the opportunity to relay those experiences in detail to a captive audience whose mission it would be to create new and better narratives.
Knowledge capital becomes part of the deal
The Catch team had little experience in integrating platforms and functions. So, even while using an implementation partner, building knowledge and skills within the team was a priority.
“We didn’t want to be reliant on someone who’s never set foot in the building,” says Proud.
To upskill staff during the creation of the vendor on-boarding app, Salesforce’s open training platform Trailhead and the Mav3rik team proved to be essential tools in overcoming this challenge.
“Trailhead helped alleviate the roadblocks associated with upskilling the team,” Proud explains. “It was a really valuable resource.”