[Case Study]

Salesforce Community Cloud Set-Up for a Multinational Personal Finance Company


The customer, a leading personal finance company, was using Zendesk for its CRM and support operations. Their support operations were centered around their online community, which was on Zendesk.

They had numerous existing customizations in their Zendesk system and wanted to enable other next-gen features. However, Zendesk doesn’t offer customization at scale.

So, the customer wanted to move to Salesforce and wanted their community to be set up from scratch.

Download this case study to learn how we helped the customer with:

  • Setting up Salesforce Community Cloud from Scratch
  • Implementing a Two-Way Case Deflection Process
  • Deploying AI-based Chat Deployment

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  • kpi-nps-icon 20 Percent Point Increase
    in NPS
  • kpi-manager-collaboration Improved Partner-Channel
    Manager Collaboration
  • kpi-channel-managers Better Performance Visibility
    to Channel Managers

We not only provided effective solutions for the above-mentioned roadblocks but also ensured high quality customized integration to enable smoother flow of records data.

This case study elucidates the steps we followed. If your company is planning to initiate Salesforce to Salesforce Integration, then this case study will offer immense value.

You can fill the form on the right to download.