Case study: Salesforce
How Vertex helped a leading association management company reduce community onboarding time by 90%
Scaling Community Onboarding with Salesforce Experience Cloud
Case Study at a Glance
Client
One of the largest association management companies in the U.S., serving over 10,000 homeowners across 30+ communities
The Problem
Community onboarding was slow and resource-intensive, with each new website taking 4–5 weeks and requiring 4–5 team members. Lack of standardization made it difficult to scale and showcase capabilities to prospective communities.
The Solution
Vertex implemented a reusable Lightning Bolt template on Salesforce Experience Cloud to standardize and accelerate the launch of community portals. The solution also integrated Salesforce-native marketing tools and laid the foundation for expanded digital services.
The Result
- Reduced website deployment time from 4–5 weeks to <5 days
- Lowered resource requirements from 5 to 3 people per site
- Enabled creation of demo portals to attract new communities
- Eliminated third-party marketing tools with Salesforce Pardot
- Streamlined operations and opened pathways for future automation
Client Overview
A top-tier association management company serving over 10,000 homeowners across more than 30 residential communities. With strong partnerships across the real estate and development ecosystem, the organization needed to rapidly scale operations while maintaining seamless self-service experiences.
The Challenge
The client’s operations team faced major bottlenecks in onboarding new communities. Each new community website, with essential self-service features, required:
The leadership team needed a faster, more scalable way to support growth and improve community experiences.
Business Impact
Vertex delivered a scalable, templated Salesforce Experience Cloud solution that transformed how new communities were launched:
- Website creation time reduced from 4–5 weeks to under 5 days
- Resource requirement dropped from 5 to 3 team members
- TNC could now build demo websites to attract prospective communities
- Eliminated need for third-party tools (e.g., HubSpot) by enabling native Salesforce tools like Pardot and List Email Campaigns
What We Delivered
Technical Highlights
- Leveraged Salesforce Lightning Bolt for scalable, templated deployments
- Enabled Salesforce-native marketing automation, reducing 3rd-party tool costs
- Integrated AppExchange tools like Formstack to streamline operational workflows
- Opened up Salesforce Experience Cloud as a central platform for future community engagement and operations
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