Transforming Community Experience with AI-Powered Salesforce Platform
Industries
Financial Software Solutions
Platforms
Salesforce AI Integration
The client is one of the financial close management and reconciliation software leaders who wanted to modify the customer, partner, and employee interaction with its platform. Their current community portals were based on old Aura technology, making them restrictive to scale, user experience and performance.
The current ecosystem had a number of operational and technical issues that affected user experience and business performance.
The transformation provided powerful, quantifiable gains in the areas of user engagement, operational efficiency, and scaled the platform. The client managed to build up both short-term results and long-term value by integrating innovative UX with AI functionality.
Active communities were created, which had interactive qualities such as forums, posts and events. This stimulated the regular attendance and closer teamwork among users.
Smart recommendations of the articles minimized the number of support tickets opened. The control of the users was to find solutions by themselves, reducing dependence on support.
Coded tools streamlined internal processes and the handling of cases. Issues could be solved at a higher rate and more efficiently by the support teams.
AI-oriented federated search provided precise and pertinent results amid systems. Without using a number of sources, users could find the appropriate information rather quickly.
A single integrated ecosystem was established among customers, partners and employees. This improved platform accessibility, consistency and end-user experience.
Knowledge bases, recommendations and support in the communities became accessible to users. This enabled them to answer questions and minimized the load of assistance.
Combined communication solutions facilitated smooth communication with all groups of users. This enhanced information exchange and better interaction overall in the platform.
The migration to Salesforce LWC delivered a modern architecture and the ability to scale over time. The platform is currently prepared to take into consideration further improvements and increasing user needs.
Salesforce Experience Cloud
Salesforce APIs
Apex
Lightning Web Components (LWC)
Salesforce Flow
Salesforce Service Cloud
Salesforce Experience Cloud
Google Tag Manager
Salesforce Experience Cloud
Salesforce APIs
Apex
Lightning Web Components (LWC)
Salesforce Flow
Salesforce Service Cloud
Salesforce Experience Cloud
Google Tag Manager
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