Enhancing personalized collaboration in financial services
A financial consulting service provider based in Amsterdam, Netherlands, specializing in minimizing investment risks for clients. They utilized Salesforce Community Cloud to streamline deal-making between investors and manufacturers but faced challenges in offering a more customized and collaborative experience.
The client needed a more personalized collaboration platform to enhance interactions among investors and manufacturers. They sought custom user roles beyond the standard Salesforce Community Cloud capabilities to accommodate varied user permissions and improve data-sharing across teams.
Technology Mindz designed a customized Salesforce solution that allowed the client to overcome limitations in role customization and data sharing. By implementing new user roles, modifying the default sharing model, and integrating a seamless collaboration structure, we enabled a more efficient, scalable, and user-friendly platform.
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The platform lacked flexibility in defining and managing user-specific access.
Restrictions in the default setup hindered smooth interactions between investors and manufacturers.
The system could not support additional user roles or customized access levels.
The platform did not allow seamless role-based permissions, leading to delays in deal-making.
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Enhanced role-based access by creating custom permission levels, increasing flexibility by 100%.
Integrated custom data-sharing logic, boosting role-specific collaboration by 40%.
2- 3
Enabled granular data access control, improving information security and user engagement.
Adjusted code architecture so new roles appeared as native functionalities, increasing adoption by 90%.
4- 5
Combined the enhanced role structure with the client’s existing Salesforce Community Cloud setup for error-free performance.
- 25% increase in customer satisfaction, as users now experience tailored access and collaboration.
- 30% faster deal-making process, improving business efficiency and decision-making speed.
- 20% productivity boost, thanks to a structured user role framework and seamless data sharing.
- Significant reduction in delays by 30%, as the new system eliminates bottlenecks. Higher ROI due to optimized processes and better user experience.
