Customer onboarding and case management
Create a consistent path for customers to onboard and for staff to handle requests.
Selected work
See what Anvisol delivered across customer onboarding, commerce, service, research collaboration, and field operations.
Create a consistent path for customers to onboard and for staff to handle requests.
Give sales and support teams access to storefront activity in the CRM.
Give students and mentors a shared place to coordinate research projects.
Support operational workflows that extended beyond the existing CRM setup.
Support portal and service workflows that depend on information from multiple systems.
Look at how a portal and CRM workflow can give customers and staff a shared view of a request.
See how commerce records can be made available to service teams working in Salesforce.
Explore a service portal that depended on shared data and cross-system workflows.