A Financial services firm with a B2B business model wanted the leverage the force.com platform to help their channel partners close deals faster and enhance the productivity of the advisors. A partner communities implementation was the one stop solution.
Client Information
- The client is a part of India’s modern breed of true unbiased client focused Financial Planning Firms.
- They have a vision to empower its clients through quality unbiased financial advice, latest technology that helps clients with their personal financial management & also assisting them in realizing all their dreams and converting them into realistic achievable goals.
Business Requirement
- The client had a B2B business model wherein channel partners were responsible to leverage the financial platform built on force.com to expand the clientele.
- Required a portal for partners to manage their customers and collaborate with the client.
- Subscription based model for franchisees.
Solution
- Implemented Partner Communities for their business partners.
- Exposed the financial application to the partners.
- Provided them a responsive UI to use the platform on their smart devices during client visits.
- Implemented Chatter to collaborate.
- Implemented Case Management to handle any issues related to the platforms.
- Reports and Dashboards.
Key Highlights
- Better conversion ratio.
- Easy to use application on a mobile platform.
- Impressive responsive UI.
- Streamlined the case management process.
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