Case Study
A Major TV Broadcaster Builds a Dealer Onboarding System to Increase the Agility and Scalability of the Dealer Onboarding Process
The solution increases agility and scalability of the dealer onboarding process by moving it to Salesforce.
Overview
Operating in North and Latin America, the client is a Forbes 500 digital entertainment service provider. They are one of the largest providers of satellite, streaming live TV, video, and on-demand services.
Challenge
The client faced recurring license and maintenance costs for the legacy Fastrieve/NDA platform. They had multiple swivel chair functions to input and validate their dealers’ applications and requests. The absence of a single system for sales, compliance, legal, and indirect dealers led to numerous manual tasks. Further, the client was dealing with higher channel partner initialization/onboarding efforts, duplicate data entry and management of dealer information and processes, as well as challenges due to an externally hosted platform.
Solution
Ness leveraged the Salesforce Experience Cloud to replace the legacy system, including custom forms, covering different types of dealers. Our solution allowed easy business-led administration of the tool, with the flexibility to quickly adjust to market conditions. It integrated the newly created portal into the client’s larger system architecture and implemented guides around dealers’ onboarding and maintenance business processes in Salesforce by leveraging existing capabilities.
Result
Ness’s solution enabled cost savings in Fastrieve/NDA licensing and maintenance and significantly increased agility and scalability of the dealer onboarding process by moving it to Salesforce. The solution eliminated duplicate data entry and management across systems for partner channel sales, enabled dealer self-service for application submission, and automated the contract management process. Digital signatures eliminated the need for paper signatures. Further, the solution enabled a 360-degree view of the dealer through the community cloud and enhanced the visibility of the application status across all stakeholders.