A Portal People Come Back to on Their Own

You already have Salesforce. Orchid builds the
self-service, personalization, and mobile experience
your users expect.

You already have Salesforce. Orchid builds out the portals, automation, and reporting sitting unused by your organization.

Who We Work With

Disengaged Users

What They Call You About Can Be
Self-Service

They stop logging in. Routine work comes back to your office by phone and email, staff handle it by hand, and the experience feels dated to everyone involved.

Salesforce supports deep, personalized self-service across members, students, donors, chapters, sponsors, and volunteers. Most deployments stop at a login and a few read-only screens.

Orchid builds the version your users return to, while your team runs it from inside Salesforce. 

30+
Years in Technology
77
Salesforce Certifications
95%
Client Retention
90d
Average Project Start to Live

What This Looks Like Day to Day

Routine Tasks Arrive By Phone
Renewals, roster updates, registrations, document requests. All of it manual.
Users Can View But Not Do
Their record is on screen. Every change still goes through your staff.
Logins Keep Declining
Engagement fades quietly, but the data only shows it a year later.
Everyone Sees the Same Screens
Without personalization, nothing on the page speaks to the person looking at it.
It Doesn’t Work Well on Mobile Devices
Most people who use it once don't try to use it again.
The Portal Project Keeps Getting Deferred
Every quote comes back at six figures and six months.

Tasks People Can Finish Themselves

Renewals, registrations, profile updates, roster changes, and certifications all get done in the portal, on any device. Quick Form renders the form, Automation Launcher runs the flow behind it, and your staff manage everything from Salesforce.

Renewals and Dues
Profile Self-Service
Certification Tracking
Event Registration
Roster Management
Document and Invoice Access

A Portal Built Around Each Individual

Record Header shows status and renewal date on arrival, Navigator organizes each person's tasks and links, and Badges adjust what someone can reach as their status changes. The experience reflects the relationship instead of a generic template.

Personalized Dashboards
Role-Based Access
Targeted Content
Membership Status and Renewal Dates
Recognition Badges
Guided Next Steps

The Portal Is Scoped as a Support Cost

Most organizations ask how to reduce calls. A better question may be how to deliver enough value that people spend more with you.

We scope portals to grow revenue, not just cut costs.
Ask us about one association we work that expects to retain or grow revenue by $1M in year one.

No One Knows the Platform Can Go Further

Letting people manage their own events, rosters, and chapters sits inside the system you already have. It goes unused because it's never budgeted or demonstrated. Team members rarely ask what the system is already capable of that is sitting unused.

We show your team what's already possible.

Built into every engagement

Live in Weeks, Yours to Change

Cyril components are configured rather than coded, so a portal quoted in months goes live in weeks, and your staff adjust it any time without calling a developer.

Dashboards built per role rather than one shared view
Live metrics on the pages your team opens every day
Definitions applied the same way for everyone
Meet Cyril

Related Challenges

See What Your Salesforce Can Be Doing

Start with a Salesforce ROI Roadmap. We map your environment against your goals and hand you a prioritized plan with effort and impact for every item.

No cost, no obligation.