Digital Transformation: A Complete Website Redesign and Salesforce Integration
Tier Three Brokerage
The Mission
Tier Three needed a website that could seamlessly integrate with their new Salesforce CRM system while modernizing their digital presence. Their existing site lacked flexibility, was difficult for the team to update on their own, and relied on a custom CRM which they were moving on from. Moving to Salesforce meant they needed a way to sync complex data from three separate Salesforce custom objects into their WordPress site, as well as the ability to use interactive forms that would write data directly to Salesforce. Additionally, the website required a complete redesign to offer a more modern, professional appearance and to provide advanced search filters for dental practice listings. The new site also needed to offer a more user-friendly experience, with separate experiences for logged-out and logged-in users, and give the client the ability to manage the site’s content without relying on third-party support.
Services
UX / UI Design, Web Design, Web Development
See it live:
The Challenges
Outdated Website & CRM System
Their old website was inflexible, difficult to update, and tied to a custom CRM system they were moving away from. This setup hindered the team’s ability to manage content independently and keep listings current.
Salesforce Integration
Transitioning to Salesforce required a robust integration. Tier Three needed a way to sync complex data from three separate Salesforce custom objects into their WordPress site and facilitate interactive forms that would write data directly into Salesforce.
Modernization & Usability
The website needed a complete redesign to reflect a more modern, professional appearance. They also required advanced search filters for dental practice listings, a more user-friendly experience for both logged-out and logged-in users, and the ability to manage the site’s content without relying on third-party support.
Mobile Optimization
With more traffic coming from mobile users, the site needed to be optimized for mobile devices to provide a streamlined experience across all platforms.
Custom WordPress Theme & Salesforce Integration
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Custom WordPress Theme
We developed a new WordPress website featuring a custom theme that modernized the look and feel. Built with Elementor, the site enables Tier Three to easily make updates through a drag-and-drop interface, eliminating the need for third-party assistance.
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Salesforce Integration
We built a custom WordPress plugin to connect to the Salesforce API, syncing data from three separate Salesforce custom objects. This integration ensures that dental practice listings are always accurate and up-to-date.
Sales Rep Profiles & SEO Optimization
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Sales Rep Profiles
We created dedicated profile pages for sales representatives, displaying their specific listings, contact information, and personal bios. This helped build stronger connections with potential clients.
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SEO Optimization
Before launch, we set up 301 redirects to maintain Tier Three’s SEO performance, ensuring the site retained its search rankings and continued to attract organic traffic.
Bilingual Support & Mobile User Experience
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Bilingual Support
We streamlined the process for adding French Canadian translations to the site, enhancing accessibility for users in bilingual regions.
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Mobile User Experience
Recognizing the shift to mobile usage, we designed a mobile-optimized layout. A fixed navigation menu and intuitive search filters were added to improve user experience across all devices.
By leveraging these technologies and solutions, we were able to create a modern, efficient, and user-friendly website for Tier Three, addressing all their key challenges and positioning them for continued success.
Technologies and Platform Used
WordPress
For the website’s content management system.
Elementor
For building and customizing the site.
Custom WordPress Plugin
To connect to the client’s Salesforce API.
Gravity Forms
Includes a third-party add-on for SalesForce mapping.
Events Manager Pro
For easy event management.
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