Innovative Financial Services Company
This organization helps small and mid-size businesses explore and secure alternative, innovative cashflow solutions.
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/Company Profile
Australia
50
Financial Services
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