Case Study: a Salesforce B2B platform centralization partner achieves a centralized global customer experience with Oktana

Salesforce B2B Platform Centralization Partner launches multilingual B2B experience in 8 languages with Oktana

The customer, a Salesforce B2B Platform Centralization Partner, needed to centralize and enhance its B2B platform to improve the global customer experience. Their challenge was to empower customers in eight languages to search products, request quotes, make purchases, manage claims, and access a knowledge base, while also moving beyond telephone and email for sales communications. They partnered with vendor Oktana for this Salesforce implementation.

Oktana provided development, technical architecture advice, and UX design guidance to deliver a new Salesforce community. The solution included five key projects: a service case module, a product portal, a permission management tool, a quote request system, and an order entry form with shopping cart functionality. This resulted in a completely reimagined customer experience that achieved the partner's goals, empowering their global customers to interact with products and place orders directly through the new platform.