Transforming E78 Partners’ Document Management and Analytics with CRMJetty Salesforce Partner Portal
Executive Summary
Our US-based client, E78 Partners, a services firm for finance and technology, needed a scalable, governed way to equip partners with current resources. Partners relied on manual exchanges and emailed files without visibility, leaving managers without oversight. To fix this, we built a CRMJetty Salesforce partner portal with role-based dashboards, surfaced assets from SharePoint as the single source of truth, enabled secure email-link sharing, and captured views/downloads in CRM, plus lead capture and in-portal events. As a result, E78 now has a centralized ecosystem with measurable engagement, easier lead intake, and productivity reporting.
Project Highlights
- We delivered a single portal with four distinct experiences tailored for partners, managers, customers, and admins.
- SharePoint serves as the single source of truth without any direct exposure to users.
- Partners can share content securely with customers via email links that include recipient-level tracking.
- All views and downloads are captured for dynamic CRM reports based on document-tracking data.
- The platform includes built-in partner lead capture functionality and in-portal news and event registration.
- Managers and admins gain complete insights for governance and partner productivity monitoring.
