Partner Portal Built on Salesforce Experience Cloud
Partner portal built on Salesforce Experience Cloud

A next-generation managed security services provider (MSSP), focused on delivering managed security services and global threat intelligence. By delivering comprehensive security monitoring and security device management services, the client helps protect traditional and virtual IT infrastructures, cloud environments, and mobile data.

Challenge

In a fast-moving and competitive industry, timing is everything. The right data must be available to the right person at the right time in order to win deals and grow revenue.

The client needed to manage its partner sales channel effectively in order to maintain a trend towards rapid growth.

They also needed to stay a step ahead of the competition by implementing a system for partners that supported their success. Among their Channel Partner benefits are highly efficient sales, marketing, and operational processes that include quick and easy collaboration on opportunities and deals.

Historically, partner portals took months and even years to develop using programs such as Java, PHP and .NET. This not only drained people and financial resources but also delayed ROI. Not to mention, these programs weren’t integration friendly and the rapid speed of technology innovation meant they were often outdated by the time they were implemented.

Solution

Having partnered with Concentrix Catalyst on previous projects, the client brought Catalyst in to conduct a thorough discovery of their needs and define the system requirements for the partner portal.

Along with the client’s internal team, Catalyst created a roadmap for their Partner Community using Salesforce Experience Cloud. Salesforce Experience Cloud provides a framework for organizations to rapidly build branded partner portals that can be customized and optimized for mobile.

Catalyst used past projects and experiences with portals and Web development to accelerate requirements gathering and stand up processes required to execute the project quickly and successfully.

Catalyst also developed a Roadmap for the Community partner portal in which certain “must-have” features were rolled out first while other less critical features were saved for future releases. The company plans to expand its integration of the knowledge database, for example.

The client achieved strong value in partnering with Catalyst to create and deploy the Partner Community. Their team was highly satisfied with the work Catalyst did in creating an accelerated path towards accomplishing their goals.

See why Catalyst is a leading Salesforce partner.

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