Driving Customer Centric Ecommerce

Transforms sales and marketing operations through Salesforce

Platform

Sales Cloud & Marketing Cloud

Location

Industry

E-Commerce

Project

Custom implementation, integration, and automation to optimise customer engagement and sales cycles

Company Profile

This UK-based E-Commerce business has a reputation for fast delivery, niche products, and a strong digital presence. Over the past decade, they’ve grown from a small startup to a nationally recognized brand with an expanding customer base and increasing demand for personalized engagement. Their goal is to remain agile, innovative, and deeply connected with their customers as they scale into new markets.

The Challenge

The client, amid-sized eCommerce business, had grown rapidly in a short time. With multiple product lines and thousands of daily transactions, their systems were stretched thin. Data lived in silos — sales in one place, customer service in another, and marketing in a separate platform entirely. Their customer service team relied heavily on manual processes, and their sales team lacked visibility into key metrics like customer lifetime value or abandoned cart follow-ups.

The organization faced the classic growing pains of digital retail:

Lack of centralized data
Limited automation across customer journeys
No personalized marketing strategy
Inability to track ROI across marketing campaigns

Despite a robust product catalog and strong market demand, internal inefficiencies slowed down growth and hampered customer experience.

The Objective

The company wanted a single, unified platform to power their sales, customer service, and marketing departments. Their goal was to:

Automate lead management and sales pipeline tracking
Personalize marketing campaigns based on real-time customer behavior
Integrate with their Shopify store and third-party logistics providers
Improve reporting and forecasting capabilities
Centralize customer data for improved service and retention

In short, they were seeking a future-proof Salesforce solution that could scale with their ambitions and deliver a tangible return on investment.

The Logic Mount Solutions

Logic Mount conducted a full discovery phase to understand the client’s existing architecture, business goals, and customer journey from cart to conversion. Based on this, the implementation team crafted a tailored solution using Sales Cloud, Marketing Cloud, and Custom Integrations via APIs and Salesforce AppExchange connectors.

Key components of the solution included:

Sales Cloud Implementation: Customer records, opportunities, and lead stages were customized to reflect the company’s unique sales cycle, including online and wholesale channels. Logic Mount built dynamic workflows to automate follow-ups, cart abandonment notifications, and loyalty-based outreach.
Marketing Cloud Integration: We designed automated journeys triggered by user behavior, such as browsing history, purchase frequency, and interaction across email or SMS. Advanced segmentation and dynamic content allowed for deeply personalized campaigns at scale.
Custom Integrations: Using APIs and middleware, the Salesforce platform was integrated with their eCommerce system (Shopify), shipping tools, and inventory management software. This real-time sync enabled the sales team to view order history, shipment status, and product availability directly in Salesforce.
Einstein Analytics: Logic Mount activated predictive insights to help identify high-value customers, forecast trends, and measure campaign ROI across all channels.
Custom Dashboards: Leadership received tailored dashboards to monitor KPIs across sales, marketing, and fulfillment in one centralized location.

The Stages

This project was delivered through Logic Mount’s Agile Delivery Framework, designed to deliver maximum value in minimum time through iterative collaboration. Each milestone was marked by stakeholder reviews and rapid prototyping to ensure the solution aligned with business needs.

Discovery & Planning

We collaborated closely with department heads to document every workflow and pain point. Personas and customer journeys were mapped to align technology with real-world needs.

Sales Cloud Configuration

The sales pipeline was restructured and optimized for visibility and velocity. Logic Mount built custom opportunity stages, automated alerts, lead scoring, and email tracking tools.

Marketing Cloud Build-Out

We created customer journeys for new signups, repeat customers, and VIP segments. Email templates were coded to adapt content dynamically using behavioral triggers and CRM data.

Integration Phase

Custom APIs and middleware were developed to sync order data, customer profiles, and support tickets between Salesforce and third-party platforms. A two-way sync was established for key data fields to prevent duplication.

Testing, Training, and Deployment

Rigorous testing ensured seamless user experiences across teams. Live sandbox demos allowed stakeholders to provide feedback in real-time. Once approved, we conducted tailored training sessions for sales, support, and marketing teams to accelerate adoption.

The Result

With Logic Mount’s expertise, the client now operates on a fully integrated Salesforce ecosystem that powers every customer interaction, from lead to loyalty.

The Core Outcomes:

50% faster sales cycle: Automated workflows reduced manual tasks, allowing reps to close deals quicker.
35% increase in campaign engagement: Personalized journeys in Marketing Cloud drove stronger customer retention.
Real-time data access: Teams now work with accurate, synced information—no more jumping between platforms.
Leadership insights: Dashboards and reports offer visibility into sales, campaign ROI, and operational performance.
Higher ROI on tech stack: With Salesforce as the hub, the business reduced spend on redundant tools.

What was once a disconnected set of systems is now a streamlined, intelligent, and scalable customer engagement platform—powered entirely by Salesforce.

"

The team at Logic Mount brought clarity to a very complex project. They not only built exactly what we needed but also helped us realize the full potential of Salesforce across our organization. We're now faster, smarter, and more connected to our customers.

"

—

Head of Digital Transformation

Ready to connect the dots across your sales, marketing, and fulfillment systems?

Logic Mount helps fast-growth companies build intelligent, automated Salesforce platforms that turn data into decisions and interactions into revenue.

Contact us today to explore how Salesforce can work harder for your business.

Start Salesforce Checkup

"Logic Mount has been a reliable development partner, helping us customise and optimise our Salesforce environment to better support our internal workflows. Ash and his team are responsive, knowledgeable and consistently delivering high quality work on time. I cannot recommend highly enough."

Tyler Scott, Product Director

"Working with Logic Mount has been a game changer for our CRM. They helped us streamline complex integrations and improve system performance across our internal dev teams. Their developers are fast, detail oriented and easy to work with. They really understand the demands of a growing solar business like ours."

Brian Turner, Head of Solutions

"Logic Mount brought the technical expertise we needed to scale our Salesforce platform. They completly customised our CRM to our needs. Their team delivered effective solutions that aligned with our sales and customer support KPI's. Their responsiveness and reliability make them a dream partner."

Rachel Kim, CRM Operations Lead

"Logic Mount has been instrumental in tailoring Salesforce to fit the specific needs of our brands. Their team understood the sensitivity and complexity of our workflows and delivered solutions that improved both patient engagement and internal efficiency. Professional, reliable and easy to work with."

Zakir Hussien, Head of Digital Performance

Driving Customer Centric Ecommerce

Platform

Location

Industry

Project

Company Profile

The Challenge

The Objective

The Logic Mount Solutions

Key components of the solution included:

The Stages

Discovery & Planning

Sales Cloud Configuration

Marketing Cloud Build-Out

Integration Phase

Testing, Training, and Deployment

The Result

The Core Outcomes:

"

The team at Logic Mount brought clarity to a very complex project. They not only built exactly what we needed but also helped us realize the full potential of Salesforce across our organization. We're now faster, smarter, and more connected to our customers.

"

—

Head of Digital Transformation

Ready to connect the dots across your sales, marketing, and fulfillment systems?

"Logic Mount has been a reliable development partner, helping us customise and optimise our Salesforce environment to better support our internal workflows. Ash and his team are responsive, knowledgeable and consistently delivering high quality work on time. I cannot recommend highly enough."

"Logic Mount brought the technical expertise we needed to scale our Salesforce platform. They completly customised our CRM to our needs. Their team delivered effective solutions that aligned with our sales and customer support KPI's. Their responsiveness and reliability make them a dream partner."

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Delaware, USA

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