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Custom Salesforce Partner Portal Development for License Cost Reduction

senlainc.com

Financial services

Online investments

Trading platforms

Legacy System Modernization Challenges

Legacy systems and technical debt hindered sales management efficiency and customer engagement. High Salesforce licensing costs, storage limitations from 3+ million customer records, and lack of automated processes for franchisee collaboration created operational bottlenecks.

About the Client

Global financial services leader specializing in online investments and trading with operations in over 100 countries

Strategic Modernization Goals

Reduce Salesforce licensing costs by 75% through alternative solutions
Optimize system performance for 3+ million customer records
Automate 50% of customer request workflows
Enable real-time event tracking and analytics
Establish GDPR-compliant data management practices

Core System Requirements

Experience Cloud-based partner portal with 4x cheaper licensing
Automated lead/account merging with partner attribution tracking
Email-to-case automation with intelligent routing
GDPR-compliant data lifecycle management
Unified communication tools (calls, SMS, email) within portal
Real-time performance dashboards for franchisees

Technology Stack Requirements

Salesforce Experience Cloud

Salesforce Big Objects

Apache Kafka

CRM API integrations

System Integration Needs

Kafka-based message broker for real-time data processing
Multi-system data restoration APIs for archived records
Regional compliance frameworks for 100+ jurisdictions

Operational Constraints

Support for 3+ million records without performance degradation
99.9% system availability across multiple regions
Automated compliance adjustments for changing regulations
Scalable architecture for future partner onboarding

Expected Business Outcomes

Projected 4x reduction in licensing costs, 50% automation of customer support workflows, and 30% improvement in sales cycle efficiency through centralized partner collaboration tools. Enhanced system scalability will support 10M+ customer records while maintaining GDPR compliance and enabling rapid adaptation to regulatory changes across 100+ jurisdictions.