Innovative Financial Services Company

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

/Company Profile

Location
Australia

Salesforce Users
50

Industry
Financial Services

Solutions
Community Cloud (Napili template) Custom Lightning component for Community

/Challenge

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

/Solution

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