PRM Playbook – Now Available!

Introducing our free to download PRM Playbook. Featuring insights from Salesforce, Canalys, Matillion, She Sells and Advanced Communities, this playbook is the ideal introduction to partner relationship management (PRM) and the partner portal.

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Success stories

Salesforce communities implementation has driven success
By providing our expertise and utilizing years of experience of our Salesforce Certified consultants, we help our customers manage and benefit from the ever-increasing number of new product features.
Cases: Higher Education
Geneva Graduate Institute
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The Geneva Graduate Institute aimed to provide a technological solution to unite its alumni community in a common digital space. The objective was to facilitate ongoing communication among alumni, enabling them to maintain connections, exchange experiences and knowledge, cooperate on initiatives, fundraise, and access valuable resources from the institute.

  • Developed an alumni portal from scratch.
  • Implemented the AC MemberSmart solution.
  • Improved UI/UX with theme customization and header/footer components.
  • Simplified connections, event participation, and group management for alumni.
  • Implemented custom filters for efficient peer search.
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Cases: Nonprofits
Greenpeace
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Greenpeace is a well-known non-governmental environmental organization with offices in 55 countries. Relying on volunteers, Greenpeace works on defending the natural world for a green and peaceful future. Greenpeace UK required its existing volunteer community groups to be updated and moved from the external system to the Salesforce Community Cloud platform.

  • Better communication within the community
  • Enhanced online collaboration and information sharing
  • Simplified and more effective group management
  • Increased engagement and user satisfaction
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Financial Services
Marlborough
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Marlborough is a UK-based investment management company with over 30 years of experience in the capital markets industry. As a prominent independent investment manager in the UK, Marlborough offers a diverse range of investment funds to both individual and institutional investors.

  • Designed and developed a highly intuitive support portal on the Salesforce Experience Cloud from scratch
  • Implemented a live chat & a video call functionality
  • Added report charts with statistics, a library of content resources, and flexible case creation functionality
  • Configured a dynamic “message of the day” feature
  • Implemented an out-of-the-box Salesforce Content Management System (CMS)
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Cases: Nonprofits
Guide Dogs
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Guide Dogs provides a range of services with and beyond the dog to help people who are blind or partially-sighted lead confident, independent, and fulfilling lives. Their request was to create an online storefront to easily distribute CustomEyes large print books on their site.

  • Developed a branded, easy-to-use online shop with a slick design for customers to make online and offline payments
  • Enabled customizable orders, shipping, and tax management
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Cases: Nonprofits
CDC Foundation: EIS Alumni Association
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The project aimed to unite EIS alumni in a shared space for connection, collaboration, and ongoing professional development based on their interests, experience, and EIS Program education.

  • Developed an alumni portal to bring together a network of EIS alumni in a shared space
  • Implemented the AC MemberSmart app
  • Created a user-friendly profile layout showcasing 40+ fields
  • Implemented advanced data filtering with multi-select functionality
  • Enabled alumni to update their contact information on the portal, with automatic syncing to Salesforce
  • Allowed users to be automatically added to relevant groups based on graduation year or subject of study
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Cases: Nonprofits Associations and Member Organizations
The Canadian Cancer Society
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The project aimed to unite individuals affected by cancer, offering them a platform rich in informational resources concerning the disease. The main focus was to facilitate meaningful connections among members who have undergone similar cancer experiences, fostering a supportive network for mutual understanding and encouragement.

  • Implemented AC Member Directory and AC Blog apps to fulfill the Canadian Cancer Society’s needs for group functionality, discussions, a member directory, and a blog.
  • Implemented community switcher to allow members to switch between entirely French or fully English language communities.
  • Developed and integrated a variety of custom features and functionalities to address the specific UI/UX requirements.
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Industries

Find out how our customers’ Salesforce communities implementation has driven
success for their companies
By providing our expertise and utilising years of experience of our Salesforce Certified Experience Cloud consultants, we help our
customers manage and benefit from the ever-increasing number of new product features. Customer satisfaction is at the heart of what
we do and we’re really proud of our consistently high score! We have customers across IT, retail, media and other multiple verticals.
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We Help Our Customers Succeed with Salesforce and Experience Cloud

Our mission is to help organizations to engage with their customers, partners, members and constituents in a whole new way. We provide the tools and expertise to make this engagement effective, sustainable and exciting. We help businesses to maximize their investment in Salesforce.

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We help our customers succeed with Salesforce and Experience Cloud
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