HSG is an advisory services company that helps executive leaders make strategic decisions. They were using spreadsheets and emails to track client progress and communicate, which was ineffective. Mansa Systems implemented a Salesforce Customer Community to create a secure online environment for clients to input their information, share materials, and visually track processes. This enabled more effective collaboration, centralized tracking of engagements, and opportunities to upsell additional services to clients with minimal maintenance costs.

1. HSG is the leading advisory services company that helps game-changing
leaders make informed decisions to influence executive team dynamics.
Problem
• Was using spreadsheets and emails for tracking progress and interacting with their
customer
• They needed a way to collaborate and communicate more effectively with their
leaders and customers
Solution
Mansa Systems used SFDC Customer Community to build a secure collaborative
online environment that allowed clients to input and edit information about
themselves, allowed the storing and sharing of material with clients to create a
professionally branded experience, and developed a visual process tracker.
Benefits
More effective collaboration and communication with clients
Better tracking of each client engagement from a centralized location
Ability to upsell services to additional team members at client
Minimal ongoing maintenance costs
Salesforce.com Customer
Community Implementation