PORTALS & COMMUNITIES

Are you in need of a modern way to connect with your clients or partners? With salesforce.com’s Community Cloud solution, you can offer your clients and partners a branded “login” experience where they can access their salesforce.com records (eg. Cases, Knowledge, Leads/Opportunities, Invoices, etc), register Assets/Warranties or Deals, and collaborate with internal salesforce Users or with other clients. Our Community Cloud implementation services including the design, build, access configuration, and training related to the Portals and Communities.

Community Cloud Implementation Service

salesforce.com’s “Portal & Community” solution, named Community Cloud, sits on top of the Salesforce Platform, similar to Sales and Service Clouds. If you’re already using other salesforce.com products, and you’re interested in adding a Portal/Community solution, the Community Cloud is likely the ideal fit. The Community Cloud is highly customizable and, when implemented properly, enables you to share salesforce.com records with clients/partners, collaborate with them on those records, deflect cases with Salesforce Knowledge. In addition, these Portals and Communities custom branded, offer robust security, and are built with mobile responsive design. Your Community Cloud solution may include these functions:

  • Case Management
  • Account Management
  • Custom Object Access
  • Asset Management
  • Knowledge Base Access
  • Contract Management
  • Community Discussions
  • Chatter Collaboration
  • Marketing Content Management
  • Contributor Leaderboards
  • Lead/Deal Registration
  • Opportunity Management
  • Guided Quoting
  • Reporting & Forecasting
  • Dashboard Analytics
  • Approval Processing
  • Campaign Management
  • Task Management
  • Idea Management and Tracking
  • …and more.

Could a portal or community help you more efficiently work with partners and collaborate with clients?

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Our Implementation Process

Start-Up and Small-Medium businesses genuinely need be treated differently than larger firms; our entire implementation and consulting process is built on this premise. We realized fairly early on that traditional “consulting” processes, like the ones we have been “trained” to follow, don’t work…well, not for our clients anyways. Given that truth, we do things entirely different now and it’s designed around your actual needs and stripping out inefficiencies. Truth be told, nobody really enjoys paying for consultants, lawyers, tech partners…. We keep it lean, do it fast, and drive real value for your spend with us.

Our Implementation Process

Start-Up and Small-Medium businesses genuinely need be treated differently than larger firms; our entire implementation and consulting process is built on this premise. We realized fairly early on that traditional “consulting” processes, like the ones we have been “trained” to follow, don’t work…well, not for our clients anyways. Given that truth, we do things entirely different now and it’s designed around your actual needs and stripping out inefficiencies. Truth be told, nobody really enjoys paying for consultants, lawyers, tech partners…. We keep it lean, do it fast, and drive real value for your spend with us.

Implementation Programs, which one is right for you?

CUSTOMER COMMUNITY

Starting At
$2,800

Implementation of Lightning Community templates for your clients, helping them access support and related community features.

EMPLOYEE COMMUNITY

Starting At
$2,800

Implementation of Lightning Community templates for your internal employees, enabling them to submit support requests and related resources.

PARTNER COMMUNITY

Starting At
$3,500

Implementation of Lightning Community templates for your Partners, enabling them to register deals, access sales materials and support, and consolidate forecasting.

If you are interested in additional details in regards to service pricing plans, feel free to click on the ‘Compare Programs’ button below!

FREE CONSULTATION

Community Cloud Implementation Service

Contact us if you think you’re ready to continue down the path to exploring salesforce.com’s Communtiy Cloud. After consultation, we will refer you to your salesforce.com Account Executive if you haven’t been in contact already. This is generally where the journey begins; learning about your needs and what Pardot/salesforce.com licenses are likely the right fit. In addition, we offer webinars and demonstrations if you’d like to learn more before formally evaluating your licensing options.