Salesforce Experience Cloud is a powerful tool in today’s business technology landscape. It allows companies to “open up” and “share” key information with their customers and partners. An example would be a phone company that wants to open up and share their customer records with invoices so their customers can easily view the profiles and access and download their invoices.

This empowers customers to self-service and reduces the need for customers to call in and talk to agents to answer simple questions. By allowing your customers to self-serve basic information, it frees up valuable time for your agents to work on more complex cases and support more complex tasks.

At Terrabbit, we advocate self-service capabilities to empower your customers and reduce the service demand on your service agents.

Experience Cloud in Action

Here are few examples of how Terrabbit helped clients across different industries to harness the power of Experience Cloud to transform their business operations:

1. Federal Regulatory body

Terrabbit collaborated with a federal regulatory body responsible for professional licensing to serve their registrants.

The problem:

The non-profit organization used a combination of two custom built systems on different servers and emails to manage applications, documents, and exam registration for competitive exams. The application process was slow and cumbersome  for staff, and exam registrations overloaded the servers resulting in system locks and poor user experience.

Our solution:

Terrabbit worked with the Client to implement Salesforce Experience Cloud to allow registrants to submit applications, and documents online. The application process is now streamlined and automated resulting in a significant increase in staff productivity. Terrabbit also built a custom exam registration system on the Experience Cloud with enhanced security features to prevent password sharing and register for competitive exams without any issues.

2. Provincial Regulatory body

Terrabbit collaborated with a provincial regulatory body responsible for professional licensing to help their registrants easily apply for licenses and permits.

The Problem: The client was receiving PDF applications by email and staff spent numerous hours manually re-entering information on their system. Staff found the process slow, cumbersome, and repetitive.

Our solution: Terrabbit built a registrant portal that enabled registrants directly populate and complete the appropriate application packages. The solution we designed dynamically presented registrants with specific applications based on their unique situations creating a smooth and simple user experience. The registrants were directly empowered to submit complete application packages with documents, and declaration statements to staff for review.

3. Real Estate Fund Management

A real estate investment firm, specializing in acquisition and  development of real estate, enlisted Terrabbit's expertise to build a secure portal using Salesforce Experience Cloud to help share secure documents..

The problem:

With the ever increasing threat of cyber attacks in the digital age, the client wanted to provide a safe and secure way for their staff to provide investment information and share private information back and forth with their investors.

Our solution:  

Terrabbit built a secure investor portal to help the client securely and quickly share relevant tax documents, fund information, and investment certificates with their clients quickly and easily.

If you are looking to enhance digital presence and improve stakeholder experiences, Salesforce Experience Cloud opens up a world of possibilities by building a unique experience for your business. At Terrabbit we help you unlock the potential of the Salesforce Experience Cloud, to empower your customers to self-serve and improve your staff productivity.

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*This article was written with the assistance of ChatGPT. The ideas and content are our own, however, the GPT-4 model was used to compile and structure the content.

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