A partner community for a global distributor network.
Ignyto built a Salesforce Experience Cloud partner community for Ellab, a market leader in validation and monitoring solutions, giving distributors across the globe controlled access to Ellab’s Salesforce data without full user licences.
Looking for a Salesforce partner? Ignyto is a Salesforce Summit partner with 115 Salesforce certifications and more than 1,000 projects delivered, working with health and life sciences organisations from London, Manchester and Dublin. See what we implement or read all 80 case studies.
Book a discovery call →Ellab sells quality sensors to pharmaceutical, food and healthcare companies. The systems are either for validation reporting or 24/7 monitoring of products.
Ellab also provides field services for installing or completing work for customers.
Ellab works with many distributors across the globe who, together with Ellab, help each other meet the needs and demands of their customers.
Those distributors require certain access to data from Ellab’s Salesforce, but do not need a full Salesforce user licence.
A partner community was therefore needed to give distributors access to defined areas of the database, and to let them create and submit records to Ellab’s management team for review.
- Partner community built on Experience Cloud for the global distributor network
- Sales Cloud changes — record types and fields — to support the community
- End-to-end sales process for distributors, from lead conversion through opportunity management
- Reporting metrics to monitor distributor progress and activity
- Validation rules to enhance data integrity
- Flows and automation to reduce manual processes, track tasks and notify on crucial data through the distributor sales process
- Messaging between Ellab and its distributors through the portal
What the platform changed.
Leads, contacts, accounts and opportunities managed efficiently by distributors in the community.
Lead conversion through to opportunity management, running inside the portal for indirect channels.
Reporting metrics monitoring distributor progress and activity, so partnerships are reviewed on evidence.
A distributor channel managing its own pipeline, with Ellab keeping oversight
“Scope of our project was to build a portal using the PRM system from Salesforce for our equipment distributors where we do not have a physical Ellab office. We wanted a system where we would set up an account for a distributor and they would log in and manage their own pipeline from leads, accounts, to opportunities. We also wanted to expand on this portal with the budget metrics for each distributor provided by the internal Ellab Indirect Sales Team. This would allow the Indirect Sales Managers to be able to see how each distributor is performing and if we would need to revisit our partnership with them. Ignyto were outstanding in building this portal from scratch, while learning the nuances of Ellab’s business model. We did have to change the scope on some parts of the project, and Ignyto were very clear on what we could and could not reasonably do at this time. They were able to take on some of the harder challenges of really restricting sharing for these users and pivoted to accommodate the changes we required.”
Ellab · Health and life sciences
Connected to the systems either side of it.
Salesforce rarely stands alone. On this engagement Ignyto connected it to the systems already running the business, so data moves once rather than being entered twice.
Book a 30-minute call with a Salesforce consultant.
No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.