SMBHD Logo Medium

Let's talk

Solutions

Experience Cloud
Consulting

Every question a customer asks by phone is one your team answers again tomorrow. A portal is not a website — it is the difference between a team that answers questions and a team that does the work.
Talk to us about portals

Typical starting points

  • Support fielding questions a portal could answer once
  • Partners and dealers ordering by email
  • Members or clients with nowhere to self-serve
  • A community that was built and then abandoned

What it solves

Your team is a search interface for your own data

Customers, partners and members phone in to ask things the system already knows. Every one of those calls is a person on your side reading a screen aloud.

Customers cannot see their own information

Order history, invoices, open requests, what was installed and when — all of it exists, and none of it is reachable without asking someone.

Partners order by email

Distributors and dealers send orders as attachments that somebody re-keys, with no visibility of stock, pricing or status in between.

Documents live in five places

Contracts, drawings, statements and reports scattered across drives and inboxes, so the answer to where is that depends on who you ask.

Onboarding is a manual sequence

New partners, members or clients are set up by hand, and every step that is forgotten becomes a support case later.

The old community died quietly

Built once, never maintained, and now the thing everyone points at when portals come up.

Access control is all or nothing

No practical way to give one person a narrow view, so people are either locked out or shown too much.

Specialties

What we implement on Experience Cloud

We do not start with the product. We start with the problem, then use only what solves it.

Customer portals

Self-service for status, documents, invoices and requests, on the same record your team works from.

Partner and dealer portals

Ordering, deal registration, pricing and enablement for the channel that sells on your behalf.

Member and client communities

Dues, events, resources and profile management for organisations serving a membership.

Guided ordering

Configurators and wizards that model a real-world thing — a property, a site, an asset — rather than a form.

Knowledge and self-service

Articles and FAQs that remove the most repeated questions from the queue.

Single sign-on and security

Authentication, multi-factor and permission models proportionate to what is behind the login.

Design and accessibility

Portals that look like your brand and work for everyone, including on a phone in the field.

Adoption and enablement

Getting people to actually use it, which is where most portal projects quietly fail.

Our process

You see working software long before go-live

The same shape on every engagement, sized to the business. Each stage produces something you can look at and react to, rather than a document you approve and hope for.

01

Discovery

We learn how your business runs before we touch the org — including the parts that are not on Salesforce yet.

02

Blueprint

Scope agreed and locked, priorities set, and a phased plan that says plainly what is not happening in phase one.

03

Build in phases

Regular demos of real, working configuration — so course corrections happen while they are still cheap.

04

Deploy and enable

Migration, testing, cutover and training owned by us — adoption is part of the job, not an afterthought.

05

Beyond go-live

The same team stays. Go-live is where the value starts compounding, not where the relationship ends.

Integrations

A portal is a window onto systems you already run

The value is not the pages. It is what those pages can reach. These are the categories we most often connect behind a portal.

ERP and order management

Live order, stock and pricing information rather than a nightly export.
NetSuite  ·  SAP  ·  Epicor  ·  Acumatica

Accounting and payments

Invoices, statements and card payment handled inside the login, securely.
Stripe  ·  Authorize.net  ·  QuickBooks  ·  Sage Intacct

Document storage

Drawings, contracts and reports reachable from the record they belong to.
SharePoint  ·  Box  ·  Egnyte  ·  Google Drive

Identity and access

Single sign-on against the directory your users already have.
Okta  ·  Entra ID  ·  Google Workspace

Membership and events

Dues, registrations and attendance for member organisations.
Fonteva  ·  Cvent  ·  iMIS

Field and service systems

Job status and history visible to the customer whose site it happened on.
Salesforce Field Service  ·  Procore  ·  Autodesk Construction Cloud

Client stories

Experience Cloud in the wild

National flooring

Empire Today

Commercial customers had no mobile-friendly route to their own data, so everything came through support. We built a community with an interactive order wizard — pull up a floor plan, point and click to re-floor a room, an apartment or an entire complex — plus knowledge, order history and single sign-on.
Community Cloud  ·  Knowledge  ·  Order Management  ·  SSO
Read the case study →

Statewide education nonprofit

MI Talent Together

Eighteen university partners exchanging participant data through spreadsheets, with state funding compliance riding on it. An Experience Cloud community portal replaced the spreadsheets with secure, structured sharing — chosen over a more complex approach the team could not have maintained.
Experience Cloud  ·  Sales Cloud  ·  Einstein Activity Capture
Read the case study →

Aerospace and defence manufacturing

InterConnect Wiring

Purchase order management running through email. A secure supplier portal on Community Cloud, joined to Sales Cloud and their ERP, gave suppliers a route to their own information rather than a mailbox.
Community Cloud  ·  Sales Cloud  ·  Syspro ERP
Read the case study →

Let's talk about the calls you should stop taking

Not a cookie-cutter demo. A conversation about who keeps ringing you, what they want, and whether a portal is genuinely the answer — some of the time it is not. Then talk to one of our clients yourself.
Talk to us about portals
or call (773) 888-7900
icon-angle icon-bars icon-times