The Financial Services Forum
The objective
The Financial Services Forum wanted to fully utilise data from Salesforce, their customer relationship management system (CRM), to provide a flexible and intuitive website that allowed members to share data and focus on particular areas of interest.
EPiServer offered a perfect solution, as EPiServer is not only a CMS product but a platform built on .NET, which provides a solid base upon which to build and integrate with third party systems such as Salesforce CRM.
Visit the Financial Forum website: www.thefsforum.co.uk/
Access detailed case study at EPiServer.com
The solution
The relaunched website allows The Financial Services Forum to update members data directly into the Salesforce CRM. Members benefit through the enhanced services, such as the ability to update and manage their profile and membership details online.
The EPiServer solution provides considerable flexibility and scalability for future expansion.
Using EPiServer, Netcel has helped to deliver all of our requirements and more, providing a cost-effective, value for money solution in the process
The Financial Services Forum has observed that tailoring content to their members is extremely effective. They have seen their visitor numbers increase substantially and there is greater interest in their events and membership services.
The result
The user-friendly EPiServer solution gives The Financial Services Forum a range of benefits both to its members using the website and to its staff updating the website day-to-day.
In addition to the introduction of personalised content and integration with Salesforce, cost savings were gained through centralising databases by reducing the time required to populate the CRM, website and email marketing system.
How can we help you?
From initial brief to final delivery, we use our specialist skills and knowledge to create measurable results for our clients.
