A 360 degree Customer Experience using Intuitive Portal & Mobile App using Experience Cloud Platform

 

About the Client

Client has a sizeable customer database across pre-sales, customer success, and sales. Our team built a customer portal to provide a 360 degree view of the engagement.

 

Solution

  • Built a robust and interactive portal for centralized administration.
  • Created portal consist of details such as customer success manager approvals, project update, etc.
  • Details showcase customer savings by subscription to ODS model.
  • Created timesheets to analyze daily and weekly updates.
  • Built a status report portal to manage documents, user manuals, etc.
  • Created access to invoices that raised by DemandBlue with click a click. 
Schedule A Meeting

Benefits

  • 30% increase in customer acquisition after the launch of customer portal
  • 50% increase in customer satisfaction
  • Increase in the transparency of projects handled by team and customers and to get instant update.
  • Automation increased timesheet and invoices’ approval management by three times.
  • Improved collaboration between customer and customer success manager.  

Salesforce: Sales Cloud, Experience Cloud

Technologies: Apex, Visualforce, Lightning Web Components, Flows, Chart JS, JavaScript

Download Case Study Now!