Case Study

Rising Above: How Rise Alliance Scaled its Sales Organization and Partner Network with Salesforce

Client Overview

Rise Alliance provides specialized business debt solutions and proactive creditor intervention services to companies facing financial challenges. The organization works directly with creditors to resolve business debt and personal guaranties while protecting their clients’ businesses and cash flow. A rapidly growing company, Rise Alliance operates through a network of partners who refer potential clients to its services.

The Challenge

Rise Alliance faced operational challenges that hindered its ability to provide exceptional service in light of its accelerated growth. The company’s success depends on close collaboration with its partner network, which requires consistent communication and real-time updates on referred clients. However, as the business scaled, the Rise Alliance team struggled to maintain the level of communication necessary to keep partners informed and aligned.

The referral and onboarding processes relied on manual procedures, creating friction for both partners and clients. This inefficiency diminished the overall experience for all parties involved. Additionally, the internal teams quickly became overwhelmed with increasing lead volume, making it difficult to support their expanding client base.

The Acquis Approach

Acquis’ Salesforce team conducted comprehensive process and experience discovery sessions to identify the specific pain points in Rise Alliance’s partner management and client onboarding workflows. Leveraging these insights, the team designed and implemented three key Salesforce technologies:

Sales Cloud to streamline the lead management and sales workflow

Account Engagement to enhance marketing outreach and automated communication

Partner Community on Experience Cloud to facilitate ongoing collaboration with partners

Acquis focused on automating manual processes, creating efficient workflows, and establishing a robust partner community platform. Throughout the implementation process, they maintained close collaboration with the Rise Alliance team to ensure the solution aligned perfectly with the organization’s needs and goals. As noted by Michael Petrecca, Chief Revenue Officer at Rise Alliance, the Acquis team “took the time to understand our business while getting up to speed quickly, which was critical to the success of this project.”

Results, Value, and Impact

The implementation of the Salesforce ecosystem delivered significant benefits to Rise Alliance:

Greater Connectivity: The solution established real-time updates between partners and clients, creating a seamless flow of information and enhancing collaboration across all stakeholders.

Reduction in Manual Effort: By automating the response process, the solution reclaimed substantial time in the team’s daily operations, allowing them to focus on more strategic activities and client service.

Increased Leads and Revenue: With the reduction in process time, the Rise team gained the capacity to handle more leads, resulting in increased revenue and improved client conversion rates.

The technology implementation transformed Rise Alliance’s partner and client experiences, boosted operational efficiency, and increased lead flow and revenue. The Partner Community created on Experience Cloud provided partners with self-service capabilities and real-time information, significantly enhancing their experience and satisfaction.

As Rise Alliance continues to scale, the Salesforce ecosystem provides a robust foundation that can grow with the organization, supporting its commitment to excellence in business debt solutions and creditor intervention services.

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Acquis is an incredible partner to work with on all things Salesforce. The team took the time to understand our business while getting up to speed quickly, which was critical to the success of this project.

Michael Petrecca
Chief Revenue Officer, Rise Alliance