months of active engagement
clients served across 30 countries
Eager to expand the functionality of their CRM, Community Brands sought our help in enhancing their experience for 100,000+ users in 30 countries. Upon thorough analysis of their existing Salesforce environment, we began to customize school and parent portals. Among other tasks, we set up lists with annual deadlines for students and schools, developed automatic email notifications, and created a settings system for transaction verification and budget management — all to help the client improve operations and increase financial transparency.
To refine the user management process and increase security, our team created a custom Lightning component that streamlines user registration and accurately identifies enrollment time. In addition, we integrated Conga Composer and Skuid to improve data integrity and simplify document workflow.