A legacy brand recognized that while their products had evolved to make them an industry leader, the way they sold their goods had not. Their sales channels consisted of one-on-one consultations, call center interactions, and email.
The company was ready for digital transformation, but faced challenges in scaling their legacy teams; modernizing their catalog and processes; and delivering a competitive customer experience.
Together in partnership with Object Edge, the company completed a phased migration of customers onto a new digital portal, controlling access via their Salesforce dashboard. These accounts were synchronized on a regular cadence to ensure access and relevant account information where up to date.
Together we incrementally improved the user experiences based on the feedback of the initial set of customers. This led to a well-tested user experience for customers once they were onboarded to the new portal.