Lightning Migration & Partner Community | Jade

About the Client

Yubico was founded in Sweden 2007 with the mission to make secure login easy and available for everyone. Their team is located in 7 countries, and their security keys, manufactured in Sweden and USA, have won the trust of the largest enterprises and millions of users across the globe. They are a privately held company, backed by renowned Swedish and US investors, and have grown profitably for the past 6 years.

The Benefits

  • Improved user experience and flow with features
  • Extend Salesforce to securely expose CRM data with partners
  • Manage your channel sales with programs, tiers, business plans, and partner scorecards
  • Manage lead distribution, configure deal registration to allow partners to submit qualified deals, minimize channel conflict, and get early pipeline visibility, and quoting for channel sales

Business Requirements

  • Customer has identified three main
  • initiatives for their Salesforce platform
    • Salesforce Migration from Classic to Lightning
    • Salesforce Partner Communities Rollout
    • Salesforce Data Clean-up, Sales Process
  • Support project lifecycle activities, including Requirement Gathering, Design, Development, Testing and Deployment
  • Configure Products based on business needs
  • Upgrade User Experience with guided flow
Download Case Study

Business Challenges

OOTB

OOTB functionality did not meet certain business requirements

OOTB

Integration took longer time as business decisions got delayed

b2b

Business testing was not completed as quickly as items were being developed

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