Efficient Customer Interaction and Logistics Management with Salesforce Portal Solutions
- Industry: Healthcare
- Location: USA
- Technology: Salesforce
About the Company
Carenodes, a healthcare solutions provider, is dedicated to simplifying healthcare solutions for various stakeholders, including patients, employers, and payers. With a commitment to economic growth and community service, the company plays a crucial role in transforming healthcare experiences.
Client Requirements
Client needed a Salesforce-based portal to streamline their customer engagement and logistics.
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A Salesforce Experience Cloud based portal to improve customer engagement and streamline healthcare logistics.
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Portal should grant customers access to view and edit details of object records, ensuring seamless interaction and management.
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Should provide information based on customer accounts and their child accounts’ hierarchy.
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The portal users should be able to view and edit their account details from a dedicated “My Account” page.
Solutions
Our Salesforce customer portal customized to their requirements was perfect to help them with their management and customer engagement.
Custom Dashboard Configuration: A dashboard widget was configured to display data tailored to the customer’s account and associated child accounts’ hierarchy.
Account Details Accessibility: Implemented the “My Account” page for easy user access to account details within the portal.
Comprehensive Object Record Access: The portal allows users to view and edit records from different objects based on their account hierarchy.
Attachment Management: The solution improved document management by enabling attachment viewing and uploading from the contact record detail page.
Results
Empowered Customer Interaction
The Salesforce Experience Cloud portal empowered customers to seamlessly view and edit object record details, fostering proactive engagement and interaction.
Hierarchical Data Insight
The information hierarchy based on customer accounts and child accounts allowed for a structured and organized view of data, facilitating efficient data management.
Streamlined Account Management
The “My Account” page simplified the process of viewing and editing account details, enhancing user control over their account information.
Holistic Object Record Control
Portal users gained the ability to manage records across various key objects, promoting comprehensive data management within the portal environment.
Enhanced Document Collaboration
Attachment management capabilities enabled efficient sharing and viewing of attachments associated with contact records.