Transforming Customer and Partner Engagement with Salesforce Community Cloud

14-Oct-24
Share this
Analyst Works on Personal Computer Showing business analytics dashboard with charts, metrics and KPI to analyze performance and create insight reports for operations management. Data analysis concept.

A few years ago, creating a customer portal was considered an achievement and was typically planned over several months. A partner portal was hardly even a thought! This transition shifted significantly when the Salesforce platform came into existence. In 2013 Salesforce released "Salesforce Communities" that is now known as Salesforce Community Cloud, allowing organizations to extend their CRM to external users (i.e., customers and partners) via a seamless portal environment.

Here at 1POINT1, we know what goes into streamlining channel partner sales and creating stronger collaboration among partners. Salesforce Community Cloud solves these requirements with a full-fledged kit where organizations can quickly build branded portals that are customizable, and mobile-optimized. Since this method uses minimal internal IT resources, it is also a cost-effective SaaS model.

One such company is Omaha-based Solutionary, which has used Salesforce Community Cloud to greatly improve its partner channel sales program. With a partner portal in place, Solutionary now provides partners with an extensive resource library and the ability to track opportunities and deal statuses in real-time. This has given them a huge competitive advantage over others in their sector.

Manny Quevedo, Executive Vice President of Corporate Development at Solutionary: “In our high-growth industry having a competitive edge is key. Partners can now rely on essential resources which are available directly from our organization and whether it’s pricing, technology recommendations, or job requests. In our fast-paced economy, the traditional wait for callbacks and unsatisfactory results is now obsolete.

Noteworthy, Solutionary completed their Partner Portal in just 30 days. This is how they did it & why 1POINT1 could be exactly what you need to demonstrate similar results:

Optimize Existing Salesforce Solutions

Salesforce is a valuable addition to your organization's existing business technology arsenal, as it provides more functionalities and features than CRM. Let 1POINT1 eliminate the guesswork in utilizing Salesforce solutions by handling all the details.

Engage an Experienced Salesforce Consulting Partner

To deploy an effective solution swiftly, you need the expertise of a seasoned Salesforce consulting partner. 1POINT1 specializes in web portal development, mobile enablement, and Salesforce process improvement, ensuring a seamless and rapid deployment.

Define Your Vision and Requirements

Clearly define your vision and user requirements. 1POINT1's specialized process for customer and partner engagement, integrations beyond Salesforce, and mobile experience requirements are all part of the process.

Adopt the Right Approach

A web development plan tailored to your organization ensures a consistent and optimal user experience. 1POINT1's development team is proficient in creating branded portals that reflect your organization.  

Style Definition

By examining other prosperous partner portals, insights can be gained. Our team at 1POINT1 uses proof-of-concept techniques to ensure that your portal evolves consistently, just like your website optimization.

Establish a Development Timeline

Deploying a solution within 30 days requires meticulous planning. 1POINT1 incorporates timelines for implementation, customization, weekly stand-ups, user acceptance testing, documentation, and rollout, ensuring a structured and efficient process.

Active Participation

Despite the aid of a consultant, your participation is essential. You can count on us to be an active participant at 1POINT1, and we make sure that requirements, prototypes, and UAT results are approved so that the end product meets your expectations.

Build a Roadmap

Missing Features: Not everything needs to be included in the first release. 1POINT1 streamlines critical features and ensures the upcoming evolution. Choose to receive our ongoing support so that your Salesforce Community Cloud can continue evolving with the improvements in Salesforce products. Salesforce Community Cloud for Partners, Customers and Employees? Get in touch with 1POINT1 today to build a fully customized project plan that aligns with your organizational goals and vision!