The challenge
Our client, a specialty materials company, sells a large share of its business through partners. It wanted to increase partner sales and retention, but adding staff and corporate overhead to do it was off the table.
Partners needed a better way to find information, stay engaged, and act on new opportunities. Campaigns also lacked a consistent home, so the content that supported them was spread across too many places.
What we did
Trellist treated the problem as both a technology build and a change effort.
- A purpose-built portal. We architected, designed, and implemented a sales and partner portal to increase digital engagement and open new revenue opportunities.
- Salesforce contact strategy. Trellist helped integrate a Salesforce.com contact strategy that uses the portal as the content hub and end destination of ongoing campaigns.
- Campaigns with a home. Every campaign now points partners to one place where they can find what they need and take the next step.
- Change management. We influenced change throughout the organization and across partners, so the portal became part of how people work.