You have built a retail engine that moves fast. You have Shopify or a modern storefront driving your e-commerce, you have Salesforce powering your customer relationships, and you have 300 physical stores serving communities across the continent.
On paper, you have the “Best of Breed” tools for every job.
But in reality, your team is feeling the friction of success. Because these systems don’t naturally talk to each other, your people are spending more time acting as “human bridges” between data silos than they are driving the brand forward.
- The Service Gap: A VIP customer calls about a Shopify order, but your Contact Center Agent can’t see it in Salesforce. They have to put the customer on hold to log into a different system. It makes your brand look disjointed.
- The Inventory Gap: You have a customer in Seattle and stock sitting on a shelf in your Portland store. But because your online system can’t ‘see’ that store inventory accurately, it routes the order from your Vancouver warehouse instead. Now, a simple shipment has crossed a border, triggered duties, and killed your margin.
Maybe an eager person will tell you the answer is to buy more Salesforce clouds. Agencies will tell you to rip everything out and re-platform.
But you don’t need a massive, disruptive migration. You like your storefront. It works. You just need to stop the manual work happening in the background.
There is a pragmatic middle ground. We call it the Service-First Wedge.
Making Your Systems Talk
We use Salesforce Order Management (SOM) differently than most. We don’t use it just to pack boxes; we use it as a translation layer.
We place it in the middle of your stack. It takes the fast-moving transaction data from your storefront (Shopify/Adobe) and instantly translates it for your operations and service teams in Salesforce.
Here is why this helps your team get out of the weeds and back to business:
- It Empowers Your Service Team
Your agents shouldn’t be tab-switching between three screens to answer a simple “Where is my order?” question.
By bridging the gap, order details appear right inside Salesforce. Your team can see what the customer bought, where it is, and handle returns without leaving the console.
The Win: Faster resolutions, happier staff, and a premium experience that matches your brand promise.
- It Protects Your Margins (Omni-Channel Inventory)
With 300 stores, your biggest advantage is your physical footprint. But if your online store can’t “see” store inventory accurately, you are losing money.
This connection gives you a single, truthful view of inventory across every channel—Amazon, Shopify, and brick-and-mortar. You can route orders from the closest store automatically, saving huge amounts on shipping and tariffs across borders.
- It Fixes the “Data Clean-Up” Grind
You likely have someone on your team whose job involves manually reconciling order data or fixing inventory mismatches in spreadsheets.
This integration automates that flow. It ensures the “Paid” status in Shopify matches the “Paid” status in your ERP.
The Win: Your team stops fixing data errors and starts focusing on merchandising and strategy.
- It Lets You Keep the Front-End You Love
This is the most important part.
Implementing this “wedge” doesn’t mean you have to migrate your website. In fact, it allows you to keep your current storefront longer because you are fixing the backend chaos. You get the enterprise-grade operations of Salesforce without sacrificing the agility of your current e-commerce site.
Empower Your Team, Don’t Distract Them
You don’t need another multi-year IT project that sucks the air out of the room. You need a targeted fix that connects your systems so your team can stop fighting the technology and start using it.
At Ateko, we specialize in these “Best of Breed” environments. We understand that you aren’t looking to rebuild your business from scratch—you’re just looking to make it flow. Let’s help you get your team out of the weed
