Grocery Retail

About the Client

Save A Lot Food Stores Ltd. is an American discount supermarket chain store headquartered in St. Ann, Missouri, in Greater St. Louis. It is a subsidiary of Onex Corporation and has about 1,300 stores across 36 states in the United States with over $4 billion in annual sales. Stores carry most grocery products, with an assortment of fresh canned and frozen produce, meat, meal products, household items and everyday groceries. Save A Lot grocery stores sell national brands and private label brands at a discounted price. A typical Save A Lot grocery store is 15,000 square feet

Project Scope and Improving Current Processes

  • Implement a fast, lift and shift, Sales Cloud CRM solution, with an Out of the Box centric user experience, with prioritized data to initiate a CRM spinoff
  • After Lift and Shift configured the Automation required for Tasks creation with a status change in Lead and Opportunity as per Business requirement. Auto Mapping the lead With Opportunity while Conversion. Automating the creation of Store Object as Business involves in Setup a new store or flipping the store and updating the Stores with the Flipped New Owner Contacts

Business Requirements

  • Lift and shift of selected process from the legacy system
  • New Business Design to map the New/Existing store with Opportunity Retail Store Owner/ flipping corporate /flipping retail to retail stores
  • Automated the Task creation for Lead status wise movement and Customized Overdue Tasks Daily Remainders
  • Complex Reports to meet the Business requirements which help the company to scale and grow
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The Benefits

  • Lightning Migration program provides rich user experience, business value-add features and Salesforce product roadmap alignment. The technology rollout migrates existing Salesforce Classic to Salesforce Lightning Platform for all its users, which drives Sales productivity through visualization, insights, and new productivity features
  • The new interface is modern, efficient, and smart. All Salesforce users have a consistent experience across required devices – desktop and mobile. Relevant information is surfaced for each screen, streamlining processes and making workflows more intuitive
  • Secure and light-weight UI experience for Users
  • Faster time-to-market, as development and delivering applications, is faster with the Lightning Platform


  • Created an Automated task for each status on lead object and Customized Daily Remainders for over Due tasks to Users
  • Performed Automations like (Web to Lead, Auto Assignment Rules and Auto-Response Rules) when certain actions are created
  • Proposed a cost-effective solution for heat maps
  • Enabled out of the box functionality Bulk Email
  • As part of data migration and cleansing, Analysed, and identified the data as per the business process