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Everest Group came to Desynit for expertise in building an experience cloud customer community on the Salesforce platform.
With the business already operating on Salesforce, Everest knew that Salesforce had the capabilities they needed to not only deliver a seamless customer experience, but also give the internal team great efficiency and visibility.
Desynit worked rapidly on a proof of concept which was then circulated and critiqued by the Everest Management Team before the Desynit team then refined and polished the solution to deliver exactly what Everest required.
Everest Group’s offering in the marketplace is unique: The management consultancy services they offer are grounded in strategic problem-solving skills combined with extensive functional experience. What sets them apart though, is their application of original research to the process.
It is these data-centric capabilities and products, and their method of delivery to the their market, that provided the basis of their challenge in Salesforce. The Everest management team were aware that their customers’ experience could be greatly improved by the provision of a self-serve research portal.
Tight integration with their existing website, which would act as the customer front door.
Customers would have access to not only the data they needed for their research, but also a variety of state-of-the-art data visualisation techniques.
When required, there would be the option for the Everest Group customers to interact directly with their supplier, with a logged trail of this communication recorded in Salesforce for the benefit of customer and supplier. Customers would have access to their search history, so complex data queries would be accessible at all times for development, customisation or reproduction.
Guiding Everest users through using the portal effectively.
After an initial discovery phase, each of the technology options were laid out and evaluated and the solution was agreed. Everest worked with the delivery team at Desynit to gather and document each one of their requirements.
The project was then able to move into a rapid Agile delivery phase. Desynit’s Salesforce developers worked closely with Everest throughout.
Desynit developed a number of custom Lightning components to work alongside the standard Salesforce Communities features, in order to delivery the complex multi-faceted search facility. This new customer portal delivered on the requirements that the management team had carefully scoped at the beginning of their journey.
Businesses that we’ve helped take that next step with the Salesforce platform.
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