Jardine Norton helps SME businesses secure their cash flow by providing a service to purchase pending invoices owed to their clients. They have built a streamlined model that allows a client to secure funding on as few or as many invoices as they require. Their fee structure is simplified and their decision time is a fraction of that provided by traditional invoice factoring.
By building an innovative Community Cloud solution, Pexlify delivered Jardine Norton with an industry-leading client relationship experience.
Build & Implement creative Customer Community Portal.
Jardine Norton required a method to allow new and existing clients to interact with their business in a way that allowed them to focus on their core competencies, whilst providing an industry-leading client experience.
The requirement was for a website that enabled clients to register their details with Jardine Norton, upload details of the helps’s debtor, and submit an invoice for their funding facility.
The website had to provide secure login and support features, in addition to the ‘Account’ and ‘Invoice management’ modules.
Pexlify proposed that Jardine Norton uses Salesforce as an internal CRM to manage their client base and day-to-day business processes. This would allow Jardine Norton to exploit the Salesforce Community solution to produce a functional website that would fulfil the requirements as presented. Pexlify also integrated Conga Composer and DocuSign to generate and control the 3rd-party contracts and agreements required for this model.
Clients would be enabled to log into the Jardine Norton Community site. From here, they would be able to edit their own accounts, create and edit their own ‘Debtor Customer Accounts’, associated invoices and more.
This secure and self-service method of allowing clients to register and submit invoices for funding would assist Jardine Norton in growing their business and allocate key resources to their core business functions.
Working closing with Jardine Norton, Pexlify’s unique Sales Cloud and Community Cloud solution benefited Jardine Norton in a number of key areas. These included: