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In the fast-paced retail sector, agility is key. For one leading retail brand, slow and tedious partner onboarding was creating significant bottlenecks, affecting growth opportunities and partner satisfaction. They turned to AiSynapTech for a smarter, scalable solution—and the results surpassed expectations.
The retail brand struggled with a fragmented and manual onboarding process, leading to lost time, frustrated partners, and operational inefficiencies.
Manual workflows, outdated communication methods, and a lack of centralized resources made onboarding tedious. New partners faced confusion and delays, ultimately impacting the company’s ability to scale effectively.Key Challenges:
Manual documentation slowed the process.
Limited visibility into onboarding stages.
Lack of self-service support for partners.
Increased partner churn rates.
Strained internal resources handling repetitive queries.
AiSynapTech leveraged Salesforce Experience Cloud’s powerful customization capabilities to streamline and modernize the onboarding journey.
Our team crafted a comprehensive strategy to automate key touchpoints, introduce self-service resources, and enhance visibility for both partners and internal teams, ensuring a smoother and faster onboarding experience. Key Strategies:
Customized Salesforce Experience Cloud portal.
Automated task management and notifications.
Integrated knowledge base and FAQs.
Role-based access for personalized experiences.
Real-time tracking dashboards for partner progress.
AiSynapTech developed a dynamic, self-service partner onboarding portal within Salesforce Experience Cloud, eliminating manual bottlenecks and empowering partners to onboard independently and efficiently.
The portal featured personalized onboarding checklists, self-service educational materials, integrated support, and seamless collaboration tools, delivering an intuitive experience for new partners and dramatically reducing onboarding times. Solution Highlights:
Personalized onboarding journeys for each partner.
Self-service help center and onboarding tutorials.
Automated approval workflows and document submission.
Live chat and case management integration.
Centralized progress tracking with real-time updates.
KPI
Before AiSynapTech
After AiSynapTech
Improvement
Onboarding Time
5 weeks
3 weeks
40% faster
Partner Retention Rate
60%
75%
25% increase
Support Tickets Raised
200/month
90/month
55% reduction
The customized portal created by AiSynapTech significantly improved operational efficiency and partner satisfaction.
With AiSynapTech’s Experience Cloud solution, the retail brand transformed onboarding into a seamless, self-service experience—accelerating partner engagement and boosting loyalty.
“AiSynapTech didn’t just improve our onboarding—they revolutionized it. Their team built an intuitive, self-service portal that partners love. We’ve reduced onboarding time, cut support costs, and strengthened our partner ecosystem. Their expertise in Salesforce Experience Cloud made all the difference.”
— VP of Partner Relations, Leading Retail Brand
