Transforming Client Engagement: Salesforce’s Experience Cloud in Action

Last week we posted about the benefits of implementing Salesforce’s Experience Cloud. In case you missed it, click here for the article. If you’re thinking, “Look, I don’t have time to read another article right now; just give me the executive summary,” I get it. We’re all busy. 

Experience Cloud enables you to create customized online communities so your clients can interact with your organization. Imagine a world where your clients can fill out an application, submit required documents, register for a class, or find important resources on an accessible website. Perhaps you manage several volunteers. Why not create a portal where they can see what opportunities are available and sign up online? You will be able to provide better customer service and save staff time.

Foster Care Application

Here is an example of how an application process can look. Any information entered will automatically flow to Salesforce.

As I mentioned, you can also provide valuable resources to your clients, volunteers, or partners. In this example, you can see documents and training videos are collected in libraries. 

Provisio helped one of our clients, CARPLS, build out an easy application process for individuals seeking to expunge their cannabis records. 


Like CARPLS, you can also set up a FAQ section.

“Experience Cloud allows the organizations we work with to collect information from constituents (clients, partners, etc.) without forcing staff to do all the data entry. Allowing clients to submit data, upload files, see their interactions and services with the organization, and ask for additional services can lessen the burden on staff.” Valerie Rogers, Provisio Solutions Consultant

As you can see, Salesforce’s Experience Cloud has the flexibility and agility to meet the unique demands of your organization: deepening connections with your clients, streamlining operations, and driving more impact for your mission. If you would like to discuss your options, a Solutions Consultant would be happy to talk to you. Contact us here!

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