self-service

How to use Salesforce Communities for self-service functionality

Simplus worked with Damballa, a cybersecurity company specializing in networking monitoring, to improve its Sales Cloud and Service Cloud implementations for increased deal visibility and a more collaborative partner community. Our story with Damballa is the perfect use case for those wondering how to leverage Salesforce Communities for self-service capabilities.

We created a new partner community for Damballa that allows over 80 partners to utilize self-service to submit deal registrations and approvals. We also implemented a Margin Calculation solution which lets partners see real-time margins on opportunities. Simplus also set up other modules to increase productivity. All in all, it meant a 50% reduction in data entry time and an 80% reduction in report creation time — more time to provide quality service and an intuitive UI for Damballa’s customers!

Check back every week through July 2019 for the next Salesforce | Simplus customer success story! We’ll be posting a new one every week as part of our “Simplify your quote-to-cash journey” initiative.

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