Professional Services Experience Cloud Customization WeLearn is an edu-tech consulting company founded in 2022 by Davide Delgrossi and Diego Beccarelli, former managers at Google and Meta. WeLearn helps video creators produce engaging digital content, grow their social media presence, and optimize their sales strategy. With WeLearn’s guidance, creators are successfully designing educational courses and turning their expertise into revenue. WeLearn’s account management process was fragmented across multiple spreadsheets to track creators and courses. When ENWAY implemented the Salesforce CRM for the company, it became clear that account managers didn’t need full Salesforce functionality — only access to essential information about their assigned creators and the ability to manage expenses. ENWAY’s challenge was to balance visibility with security, giving account managers the insight they needed without driving up license costs. To optimize license use and streamline access, ENWAY designed and built a Salesforce Experience Cloud portal specifically for account managers. Within this secure web interface, managers can: ENWAY also implemented a full expense-management workflow inside the portal: The result is a tightly integrated extension of Salesforce — giving managers controlled access without the need for additional CRM licenses. What once required constant back-and-forth between managers and team leads now happens in minutes. With the new Experience Cloud portal, WeLearn reduced costs while giving account managers direct, secure access to the data they need. Managers now work with full visibility — accessing sales, expenses, and course details in real time, all within a single workspace. Decision-making became faster, accountability improved, and the overall flow of information felt natural rather than forced. The portal now stands as a scalable foundation for future automation and advanced analytics across WeLearn’s business.
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“The portal for account managers was the second project we completed with ENWAY. As always, the team demonstrated deep knowledge of Salesforce, advising us on the best possible options to meet our needs. During development, we received timely updates, and the whole process was clear and transparent. After delivery, our managers received all the necessary training to adopt the new Experience Cloud portal. The portal is intuitive and has already improved how we work with our creators.”
Pietro Betti
Global Strategy Lead at WeLearn
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