Creating an innovative virtual office

Our work with dōTERRA has spanned four and a half years, and it’s a partnership built to last. We were chosen to realize dōTERRA’s vision of a complete virtual office, even before remote work was at the forefront of everyone’s mind. 

  • Industry: Franchise & Distribution
  • Location:

    Pleasant Grove, Utah, United States

  • Scale:

    1,650+ employees and over one million distributors around the world

  • Salesforce Products:

    Experience Cloud, Customer 360 Platform

  • Integrations:

    Algolia, CMS, Single Sign-on Providers

At a Glance

We implemented Experience Cloud to bring dōTERRA an internal and external site along with two highly functional apps to improve Wellness Advocates’ day-to-day. dōTERRA now has a complete overview, a single source of truth for their company, and full control over the proprietary of their brand. 

Significant Improvement in Mentorship


Engagements with dōTERRA
Increased Global Consistency

Wonderful team to work with! I felt like I could trust their team to get it done, and they did. They delivered on a 100% budget and 33% more of the features we accepted.

Rylan Evans, Director of Digital Marketing, dōTERRA

Uplifting Internal Knowledge Base

Leadership Book is a website application built on the Salesforce platform for account managers to discover and support Wellness Advocates. The Leadership Book helps dōTERRA in many ways. Mainly, it delivers global consistency with guidance and market-specific structure. It also provides the ability to easily transfer leaders between account manager ownership.

This Experience Cloud community was delivered in four months and was completed on time and on budget.

Wellness Advocates and dōTERRA’s business have grown because of this Leadership Book.

A Complete Overview 
Filters allow users to discover and support Wellness Advocates
The app includes tabs for KPIs, goals, shared knowledge, and SWOT analysis. The activity log captures phone and email details to track any correspondence while flagging incomplete actions.

App to Incentivize Sales

The Prime Wellness Club is an incentive for Wellness Advocates to earn points by enrolling people and setting up their first three orders. The more points earned, the closer they are to a co-impact trip to Bulgaria, share payout, priority event seating, or all three. This app is a one-stop place where Wellness Advocates can keep track of all their points. Wellness Advocates used to have to figure out how to track their own orders, but not anymore.

Wellness Advocates can seamlessly track where they stand.

Wellness Advocates can keep track of all their points, their enrollees, and orders, along with a breakdown of where each point came from.

Easily Accessible External Help Centre

This public-facing help centre allows non-customers and customers to gather the information they need, with a consistent dōTERRA brand look and feel. The public now has full visibility into shipping, tracking, and returns. They can also see what it means to become a wellness advocate and own their own business, or find a wellness advocate.

In as little as three clicks, users can find a Wellness Advocate in their area!

Visit this external Experience Cloud help center at:
help.dōTERRA .com

Step your brand up to the next level 

No matter how many users you need to satisfy with a digital implementation, we have you covered. Groundswell can help plan out your whole vision and see it through to the end and beyond.

Learn more about our experience in Franchise & Distribution