Salesforce Experience Cloud is a cloud platform that helps businesses connect clients, partners, and employees for secure information and document sharing. This portal software enables real-time data sharing on any mobile device.
Experience Cloud’s flexibility allows integration with websites, Salesforce products (like Sales Cloud, Service Cloud, or Slack), or third-party systems. This centralized data flow boosts productivity.
Salesforce reports that implementing Experience Cloud can significantly increase customer satisfaction. This product suite creates customized user experiences using CRM data to power specific workflows and information from any source.
Let us have a look at some of the features that make Salesforce Experience Cloud worth investing in:
- Experience Cloud enables a unified knowledge repository by publishing articles for customers and agents.
- It is a powerful, flexible architecture that offers top-level security and control over client and user roles, administrative rights, and data-sharing models. It also provides real-time platform performance and health information.
- The case management module streamlines case lifecycle management from a single system, improving partner and customer productivity.
- Lightning Flow Automation guides customers through any business process step-by-step, saving time on onboarding, recruiting, and task automation.
- Role-based access prioritizes data protection. You can create roles and permission sets that determine user data access. It simplifies document sharing with customers and partners, facilitating collaboration.
- Experience Builder allows portal design revamps and new digital experience creation using pre-built or custom components.
- Experience Workspaces centralize digital experience management, moderation, content management, and administration. With customizable dashboards, companies can measure, analyze, and optimize experiences.
- Create and store native content within the Salesforce platform. Structure content around topics and show your audience recent recommendations based on popularity, age, and featured content they can follow or subscribe to.
- Community Management Console dashboards show client community engagement. Analyze this data to better understand and improve your community.
Examples of What All You Can Build With Salesforce Experience Cloud
Here are some Salesforce Experience Cloud Examples to help you understand what all you can build with it.
Help Center & FAQ Portal
Property managers can create virtual service centers for handling maintenance requests. Help Centers allow customers to find answers quickly via forums, self-service portals, or knowledge bases. You can easily personalize the interface by customizing templates in Experience Builder, using your company’s branding, or selecting a pre-set theme. For instance, property managers can turn Experience Cloud into virtual service centers to handle property service requests, answer maintenance questions, exchange and store client documents, and manage legal processes.
Customer Account Portals
Businesses can develop e-commerce platforms for product purchases, feedback sharing, and warranty processing. Experience Cloud allows you to build user-friendly portals where users can view content, update profiles, and manage cases and claims. Customers gain direct access to information and can complete actions independently.
You can create loyal communities and reward champion users who assist others. For example, e-commerce businesses can use the platform for product purchases, feedback sharing, and warranty processing.
Partner Portals
Develop effective channel management solutions for partner collaboration. Create training and certification programs to track partner progress. For example, agricultural companies can build centralized platforms to manage sellers, investors, and growers. Food companies can nurture distributor relationships. Partners can:
- Access product information
- Complete specific training and certification courses
Companies can manage large volumes of investors and growers via a centralized digital space, organizing secure collaboration and financial file sharing through Chatter or Slack.
Transparent communication helps reach different groups with personalized messages, trace communication history, and resolve issues promptly. Employees can receive real-time notifications when leads convert, identify scenario patterns, and customize the sales path accordingly.
Employee Community
Create an internal online knowledge base for HR, IT, and other departments. This digital space encourages teamwork and streamlines work procedures, especially for remote teams. You can group units based on project goals or events. Experience Cloud optimizes data and document exchange by granting access only to those who need it, allowing employees to collaborate on files without corruption risks.
Microsites and Landing Pages
Develop appealing microsites and landing pages to generate leads for product launches or upcoming events. Commercial real estate companies can organize and announce webinars or conferences on landing pages to share with partners.
Custom Solutions
Salesforce’s extensive customization capabilities go beyond pre-built features. Land brokers can transform Experience Cloud portals into detailed listings, integrating with websites, map services, chats, or online forms.
The portals offer features for land buyers to explore available options by filtering through Zip Codes and viewing properties within a specific radius. Agents can enhance this experience by incorporating branded, user-friendly designs, adding necessary fields, and collaborating with clients within the system. Brokers benefit from a single data source, allowing them to adjust their sales pipeline based on various criteria such as price, location, and purpose.
Furthermore, brokers can tailor offers to specific customers and engage them by sending relevant content or resources with proposals. Salesforce Experience Cloud’s adaptability to various industry needs solidifies its position as a market leader in portal software.
CRMJetty Salesforce Portal an Alternative of Salesforce Experience Cloud
Salesforce Portal by CRMJetty helps businesses create web portals for customers, partners as well as employees using the Salesforce data. If you want extreme customization at fair pricing, CRMJetty Salesforce Portal is the perfect choice.
Here are some reasons why you should choose CRMJetty Salesforce Portal:
Real-time Configuration: Customize your portal in real-time without writing any code with simple drag and drop. Easily configure the structure, appearance, location of logos, menus, and many other aspects of the portals.
Content Management: Build, update, and oversee portal content using a feature-rich text editor. Users can also add images, videos, files, and other media to their sites.
Customization: Incorporate various elements into portals, like sign-in, user registration, personal profiles, main panels, search tools, messaging, and user feedback. Users can also design custom modules and processes for their sites using Salesforce components.
Endless Design Options: Users can select from numerous portal templates suited to various needs and sectors. They can also craft their own designs or tweak existing ones.
External App Connectivity: Link portals with other platforms, such as Google Analytics, Mailchimp, Stripe, PayPal, and more. These connections boost portal capabilities and ease of use.
Budget-Friendly: CRMJetty offers clear-cut pricing, helping companies plan their finances better. This is particularly useful for businesses that are growing exponentially.
Superior Assistance: CRMJetty Salesforce Portal offers dedicated account managers, tech experts, and customer service staff for portal users. Users also receive free updates, bug fixes, and feature improvements for their sites.
What Next
Salesforce Experience Cloud Partner Portals assist you in building healthier partnerships with partners. When partners have a safe and common focal point for collaboration, communication, and sharing important information, the partner network can achieve the greatest potential for the reward of all stakeholders.
This is because the implementation of the partner portal takes place when there is a proper design, partners’ needs and expectations are recognized, and value is created.
CRMJetty Salesforce Portal is developed by our team of certified experts, who will help you maximize Salesforce Experience Cloud for effective collaboration and empower partners for higher business results.
Reach out to us to know more about our portal.
FAQs
1. What is Salesforce Experience Cloud?
Salesforce Experience Cloud (previously Community Cloud) is a digital platform that allows you to create online spaces for customers, partners, or staff and improve audience engagement.
2. Is Salesforce Experience Cloud the same as Communities?
In 2014, Salesforce introduced Community Cloud, which was renamed Experience Cloud in 2021. Salesforce emphasized that Experience Cloud’s main goal is to provide enhanced online experiences for various groups.
3. What is Salesforce Communities?
Salesforce Communities (now Experience Cloud) simplify the creation of branded portals, help centers, and knowledge bases for customers, partners, and employees.
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