CUSTOMER WORKSPACE PORTAL
Turn Services Delivery into a customer experience.
Built on Salesforce Experience Cloud, Customer Workspace brings Professional Services, Customer Success, Managed Services, and Support together in one branded experience.
INTERNAL FACTORS
Create customer confidence from day one.
Improve customer readiness
Guide customers through onboarding before delivery starts.
Readiness is the #1 cause of delivery delays*
Faster time-to-value
Customers track and act on their tasks without waiting on you.
Only 77% of projects ship on time today*
Extend your Salesforce portal
One workspace across implementation, managed services, consulting, and support.
Only 58% of services sync client comms with CRM*
One workspace across the entire customer lifecycle.
One portal at every stage, so customers never start over when a project becomes a managed service or hands to support.
SALES
IMPLEMENTATION
MANAGED SERVICES
CUSTOMER SUCCESS
SUPPORT
Align on goals and scope
Deliver solutions and hit milestones
Operate and optimize with proactive delivery
Drive adoption and maximize value
Resolve issues and keep you moving
Customer Workspace for Implementations.
From kickoff to go-live, customers see exactly where things stand and what's on them.
PREPARE CUSTOMERS BEFORE KICK-OFF
Onboarding tasks, training, and milestones, all in one place.
CREATE SHARED ACCOUNTABILITY
Customers know what's expected. You see blockers before they cause delays.
REPLACE STATUS REPORTS WITH REAL-TIME VISIBILITY.
Direct access to plans, milestones, and progress.
Customer workspace for Managed Services.
One place for customers to track service activity and stay aligned with your team.
MAKE SERVICE DELIVERY VISIBLE
Completed work, active requests, and upcoming activity, all visible.
GIVE CUSTOMERS CONFIDENCE IN THEIR BUDGET
They see how spend is being used, and plan ahead with it.
KEEP EVERYONE ALIGNED ON WHAT'S NEXT
One source of truth, fewer misunderstandings.
Build it in Experience Builder.
Salesforce's platform for customer-facing sites so you control every page and component.
MATCH YOUR BRAND, DOWN TO THE DETAIL
Branding and navigation follow your design.
SHOW EACH AUDIENCE A DIFFERENT PAGE
Tailor layouts and metrics by segment or customer.
KNOWLEDGE, SUPPORT AND CONTENT TOGETHER
Knowledge base, cases, and CMS content, side by side with the project.
ADD CUSTOM COMPONENTS AND HTML
Extend with Lightning Web Components and HTML blocks.
Secure access on Salesforce.
Runs on Salesforce - the same enterprise security and compliance you already trust.
Customer data is secure in Salesforce.
It never leaves your Salesforce org for a third-party portal, so no other vendor ever holds your customers' data.
One login, not another one.
Customers who already sign in to your product come straight into Workspace with the same identity, via SAML or OpenID Connect. No product login to reuse? Passwordless gets them in with no password to set or forget.
Full control over what each customer sees.
Salesforce sharing governs visibility down to the record and the field, so customers see only the data you choose to show.
ONE BRANDED EXPERIENCE
Impacts of Precursive Customer Workspace.
Faster Customer Readiness
Share the plan and tasks before kickoff, even before signature, so customers arrive ready.
Improved Delivery Performance
Shared visibility and customer accountability help close the on-time gap.
Higher Customer Engagement
Customers check progress & complete tasks so engagement doesn't depend on your team chasing.
Better Customer Experience
Give customers one branded place from kickoff to renewal, not a new tool at every stage.
Fewer Status Meetings
Real-time status replaces weekly updates. Your team gets the time back and customers get answers on demand.
Stronger Brand Consistency
Deliver a customer experience that reflects your product and company identity.
FAQs.
What is a Customer Workspace? A Customer Workspace is a branded portal, built on Salesforce Experience Cloud, that gives your customers one place to track progress, tasks and milestones during implementation or managed services.
How is the Customer Workspace built? It's built in Salesforce Experience Builder, so it's secure, brandable and connected directly to your Salesforce data with no separate system required.
Can I use Customer Workspace for managed services as well as implementations? Yes. Customer Workspace supports both new implementations and ongoing managed services, giving customers one consistent experience throughout the relationship.
Why does customer experience matter during implementation? 86% of customers prioritise experience during implementation; a poor one damages trust before value has even been delivered.
Is Customer Workspace secure? Yes. Access is controlled natively through Salesforce security, so customers only see what they're permitted to see.
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