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Innovative Financial Services Company

This organization helps small and mid-size businesses explore and secure alternative, innovative cashflow solutions.

/Company Profile

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Location

Australia

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Salesforce Users

50

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Industry

Financial Services

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Solutions

Community Cloud (Napili template) Custom Lightning component for Community

/Challenges

The organization needed a user-friendly lifecycle management tool to:

  • Create and customize a community portal to serve as a central location for customer insights

  • Replace the spreadsheets they were using

  • Cut down on back-and-forth emails

  • Monitor the customer journey from Lead to Opportunity to Financing Facility

/Solutions

The company implemented:

  • Community (Napili template) to provide real-time access to the list of Accounts/Contacts/Leads for specific referral partners

  • Custom access configuration for different Community users

  • A custom Lightning component for Community that helps referral partners create and manage leads

/Results

The company implemented an improved Business Lifecycle Management tool, and has noticed dramatic improvement:

  • A user-friendly community portal allows referral partners to see all KPIs and serves as a central location for customer information

  • All components of the business life cycle are now easy to view and manage

  • The customer journey is easy to visualize and track

  • The Salesforce Partner portal has replaced inefficient spreadsheets and emails