Partena and Parentia share one Salesforce partner across two entities
Two related entities, one partner, one shared cost model
Key results
- 2 entities on shared services and a shared cost model
- One partner for advisory and org management across both entities
- Reference setup for group structures with shared services
The client
Partena Professional offers HR and payroll services. Parentia is a family allowance fund. They are two related Belgian entities that share infrastructure, Salesforce features and a cost model.
The challenge
Running Salesforce for two legal entities on shared foundations is complex. Every change has to work for both, and costs have to be split fairly.
Keeping the orgs stable while they kept evolving took senior expertise. The internal teams could not carry that alone.
What we did
Marketing first. The relationship started with support on Account Engagement and specific training for the marketing team.
Then sales. We optimised the sales process and added online quoting and contracting with digital signature.
A new customer community. Customers got a new portal on Experience Cloud.
Shared features for both entities. We built features that serve both organisations, such as an archiving solution for cases, emails and files, integrated with Azure Blob Storage.
Advisory and org management. Year after year the scope grew to strategic projects. Today we are the main local partner for advisory and org management across marketing, sales and service.
The result
One partner looks after both entities, on shared services and a shared cost model. The setup has become a reference for group structures that share services. Both Partena and Parentia recorded a video testimonial about the work.
