About the client
Provider of agriculture sector-based marketing strategies intended to improve business results for clients by engaging them in experience sharing. The company's services mainly focus on educating and connecting professionals in all segments of the industry.
The challenge
Developing an external portal in Salesforce to obtain the survey results and allow customers to sign for new events. The new Salesforce portal should include automation and should be easy to customize.
What we did
- Created a whole new portal for external users
- Designed authentication process with a customizable security level
- Added new objects to store new surveys and logic to show proper ones during portal usage
- Added possibility to sign for available events, based on custom requirements.
- Implemented complex automation for emails.
Effects
- Renewed modernized portal with custom web parts,
- Providing intuitive and easy to use dashboards
- The client started rolling out their surveys for external users using just Salesforce,
- Increased customer satisfaction and improved the time for getting and analyzing the data.
- The decision process was significantly improved.
