A New York-based insurance provider leveraging Salesforce Sales Cloud sought to improve its customer community portal. Their goal was to foster better user engagement, streamline communication, and provide seamless access to resources.
Tailored Salesforce Sales Cloud to align with the client's specific requirements and objectives, ensuring a personalised and effective solution.
Integrated with Salesforce Org, including email notifications for events and updates.
Implemented a secure customer onboarding process and developed an event management system with a custom calendar integrated into Salesforce.
Enabled advanced features to support scalability and ease of use, addressing the needs of the growing customer base.
Customised Chatter to function as the central interaction hub, fostering communication and teamwork among users.
Developed area and category-specific folder access, allowing users to quickly locate and utilise relevant resources.
Integrated Box for efficient file sharing and access, promoting streamlined productivity and collaboration.
The project resulted in a transformed community portal that significantly enhanced user experience through an intuitive design and seamless navigation. It improved engagement by incorporating customised features that fostered better customer interactions and led to higher satisfaction by providing tailored solutions that met users' specific needs. Through this Salesforce Sales Cloud customisation, SeedData Systems showcased its expertise in delivering advanced and scalable solutions, driving meaningful business outcomes.
SeedData, a UK-based leader in software development, offers expert services in Salesforce, web and mobile app development, AI integration, AOSP, and more, with 15+ years’ experience and 800+ projects delivered for 500+ clients.
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