Our client operates a chain of pet resorts in multiple states. They use Salesforce as their system of record, but needed a customer portal for pet owners to make reservations and update personal information. We created a customized portal experience using Magentrix. Read below for details.
A retail client approached us to replace their customer portal. In the previous portal, customers would only partially sign up. They needed an updated design that included a “signup wizard” type of experience.
- Magentrix Customer Portal
- Salesforce Sales Cloud
- Custom Lightning Web Components
We helped implement Magentrix Customer Portal, which is a world-class and cost effective way to share Salesforce data securely to end-customers.
Since this was a B2C portal, a custom design was used via custom templates and CSS. We also developed custom integrations to avoid duplicates and allow Salesforce users to re-activate old portal accounts in real-time.
We also developed custom deployment code to ensure that the test site (sandbox) and the live site (production) were on the proper versions and deployed accurately.
Please see below for highlighted features of the portal.
Time Saved: customers can sign up via “self service”, rather than being entered manually at stores.
Instant Peace of Mind: customers can view pets on camera throughout the day.
Rapid Development: using Magentrix and Salesforce technology, the overall solution was delivered faster than standard app development.