Customer Experience

Standardizing product submissions for IPSY

See how TELUS Digital helped IPSY, a beauty subscription service, replace a fragmented, spreadsheet-based product submission process with a centralized Sales Cloud hub to help brand partners get their products in front of customers.

IPSY — mobile background image

  • 1

    The challenge

    IPSY's product submission process ran entirely on spreadsheets, creating data quality issues, unclear instructions for brand partners and a process that couldn't scale with the business.

  • 2

    The TELUS Digital solution

    TELUS Digital implemented Salesforce Sales Cloud, integrated with FormAssembly and Webflow, to centralize brand, contact and product data and build a standardized, automated submission and approval workflow.

  • 3

    The result

    IPSY can now manage its product submission pipeline for higher performance, give brand partners clear standardized instructions and scale operations with automated status updates.

Key takeaways

  • Salesforce Sales Cloud is a customer relationship management (CRM) platform that helps organizations manage leads, accounts and pipelines.
  • A patchwork of spreadsheets was replaced with a single, centralized Sales Cloud hub for brand, contact, product and submission data.
  • A standardized product submission process gave brand partners clear, consistent instructions for the first time.
  • An automated approval process replaced manual review, reducing bottlenecks in the product lifecycle.
  • Automated status notifications and tiering removed manual follow-up work from the team.
  • The new foundation positions IPSY to scale its brand partner pipeline without adding operational overhead.

The challenge

IPSY works with a wide range of cosmetic brand partners — from small independents to established names — to bring products into its Icon Box, Boxy Charm and Glam Bag subscriptions. Getting those products approved and into the pipeline depends on a smooth product submission process, but IPSY's version of that process was buckling under its own growth.

The entire product submission process ran on spreadsheets, a setup that couldn't scale alongside the business. Pitch meetings suffered as a result, with performance and data quality issues making it harder to move decisions forward. Brands had no standardized way to submit products, leaving them unclear on next steps and slowing down the product lifecycle. Underneath it all, IPSY lacked a centralized hub for the brand, contact, product and submission data it needed to run the process efficiently.

The TELUS Digital solution

TELUS Digital implemented Salesforce Sales Cloud and integrated it with FormAssembly and Webflow to give IPSY a central hub for product data and a standardized, scalable submission process.

The engagement built a model to manage product lifecycle submissions and bring key information into one place. TELUS Digital stood up FormAssembly forms and a supporting workflow so brands could submit product applications, and configured an approval process to approve or reject submissions within Sales Cloud.

Automated status notifications, a flagging process and a tiering process rounded out the solution.

The results

With Sales Cloud in place, IPSY moved from a fragmented, spreadsheet-driven process to a centralized system built to scale with the business.

Brand partners now submit product applications through one standardized process instead of navigating unclear, ad hoc steps, and IPSY's team can manage the full pipeline of incoming submissions from a single hub.

With status updates and approvals running automatically, the process is built to keep pace as IPSY's brand partnerships continue to grow.

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