Streamlining external user experience with salesforce experience site
Challenges
1- Fragmented and inefficient user experience for external users.
2- Complex process for gathering user needs and requirements.
3- Communication gaps between the company and external stakeholders.
Solutions
1- Developed an intuitive Salesforce Experience site for external users.
2- Integrated the Experience Site with Salesforce CRM to streamline data collection and communication.
Results
1- Automated data entry, reducing manual effort by 80%.
2- Multi-language support (English and Japanese) improved global accessibility by 40%.
3- Improved collaboration between teams and external stakeholders, increasing efficiency by 50%.
Our client is a leader in the real estate and architecture sectors, focusing on a ``fair economy`` and sustainable urban development. They prioritize cultural values and are committed to social responsibility, using technologies such as WEB3 and blockchain to stay ahead of industry challenges.
The client faced difficulties in collecting and managing data from external users. The process was manual, slow, and prone to errors. They wanted a seamless way to gather and store user requirements automatically within Salesforce, eliminating the need for Excel-based forms and manual data entry.
We developed a Salesforce Experience site tailored to the needs of their external users. By integrating it with Salesforce CRM, we automated data collection and eliminated manual processes. The Experience site provided a user-friendly interface, allowing customers to submit their requirements easily, while Salesforce ensured efficient data management.
- External users had a disjointed experience when interacting with the company, as there was no centralized platform for them to submit their needs or track their progress.
- The client’s sales team had to manually process user data. External users would fill out Excel forms, which were then emailed to the sales team. The data was subsequently entered manually into Salesforce, leading to inefficiency and a high potential for errors.
- The existing form submission process lacked flexibility. It did not offer dynamic functionality to adapt to individual users' specific requirements, making the process cumbersome and not user-friendly.
- We designed and built a user-friendly Salesforce Experience site as a centralized portal for external users. This platform allowed users to submit their requirements and track their progress in one place, improving the overall user experience.
- The Experience site was integrated with Salesforce CRM, allowing data collected from the forms to be automatically populated in the Salesforce database. This eliminated the manual entry process, reducing errors and speeding up data processing.
- We created dynamic forms that could adapt to each user’s needs. The forms were tailored to the specific requirements of the users, ensuring that the submitted information was relevant and complete, and enhancing the overall user experience.
80%
Streamlined Data Collection
The automation of form submissions reduced manual effort by 80%, saving significant time and reducing the chance of errors.
40%
Improved User Experience
With a user-friendly interface and multi-language support (English and Japanese), the Experience site enhanced accessibility, improving global reach by 40%.
50%
Increased Efficiency
The approval process was automated, cutting down review times by 50%, enabling quicker decision-making and approvals.
Enhanced Data Management
All submitted data was stored in Salesforce, providing the sales team with easy access to customer requirements and reducing data silos.
Better Collaboration
The site facilitated smoother collaboration between the sales team and external users, improving customer satisfaction and engagement.
