Client: Prosci
TECHNOLOGY
- Salesforce Sales Cloud
- Salesforce Experience Cloud
- MuleSoft
ABOUT CLIENT
Prosci combines scientific research with the people side of change to deliver results-focused solutions, enabling clients to achieve change outcomes and grow organizational change capability.
NEED
Prosci provides customers access to e-learning through a custom-built portal. To reach those products, customers first purchased through the Prosci web store, but the store was not integrated with the portal. Matching each order to the right customer and granting them access was an extensively manual process, and users could wait days before the content they had paid for became available.
APPROACH
CloudMasonry centralized customer purchase data in Salesforce, connecting the store, the portal, and the finance system so that access followed the order automatically.
- Integrated the third-party Magento web store with Salesforce to centralize purchase data.
- Built declarative Flows to process web orders, assign them to the correct customer record, and enable portal access.
- Implemented Apex to sync order and financial data with third-party Microsoft Business Central for payment processing and accounts receivable tracking.
OUTCOME
The manual web store to portal assignment process is now automated end to end. What could previously take multiple days for a customer to receive access happens in real time, and the Prosci staff time spent on order assignment and product verification has been substantially reduced.
- Portal access granted in real time rather than after a multi-day turnaround.
- Manual order assignment and product verification largely removed from staff workload.
- Web store, customer portal, and finance system connected through a single source of customer purchase data.
- Order and financial data synced automatically for payment processing and receivables tracking.
