A pioneer of cloud-based dental software products drives sales by creating an engaging portal on Experience Cloud to foster stronger collaboration among its agents, resellers and customer

 

About the Client

Client is a pioneer of cloud-based dental software products trusted by thousands of dental professionals across the US.

 

Solution

  • Built a community portal using Experience Cloud to order products through Salesforce CPQ
  • Used Alteryx ETL to migrate data from multiple databases into a centralized Salesforce org
  • Used Lightning Components and Apex Classes to integrate the 2CP API callouts with Salesforce
  • DocuSign integration for e-signature and acquiring credit card details, payment information, and transfer data securely with encryption

Benefits

  • Greater Visibility – Global drill-down into pipeline & activities
  • Automated payments, streamlined processes, organized workflow pattern
  • Single source of truth
  • A clear 31% rise in Sales from enhanced stakeholder collaboration

Salesforce: Sales Cloud, Experience Cloud

Technologies: Community portal, Data Migration, 2CP integration, Alteryx ETL, CPQ, 2CP API callouts