The client was a Canadian construction group with a global presence including regions of the Africa, Americas, Asia Pacific & Europe and subsidiaries in 98 countries. Company works with channel partners and distributors throughout its network to provide its solutions & products to various industries & users.
The large partner network to manage and tracking of all the projects in a unified environment was a big challenge along with the distributed systems for different tasks of the partners.
- The client had been using Salesforce for managing their operations but not any integrated solution was in place to manage their partners.
- They required a partner management plan that would help to manage the accounts for all partners and their projects on one side. On the other side they wanted to maintain an itinerary of products and their warranties to provide better service.
- They wanted to keep the same branding for their partners as it is on their business website.
Astrea’s team planned to shift the partner management with a newly created Salesforce community that will be built using Salesforce community cloud and will have robust mobile capabilities. Astrea created a custom community with Apex and Visualforce pages and built a whole new process of managing the Accounts, Projects and Product Warranties for the Partners.
Impact on Client’s Business
The community implementation created a better and robust partner management solution with a single backend for the client. The client got an integrated system with all the operations of its partner in one place. The partners got the same look and feel of the client’s business and were happy to get all the information of the existing projects and ease of adding new ones from even outside the office with their mobile devices.