Case Study
Optimize Salesforce implementation and streamline business processes
Revamping Salesforce to Enhance Donation Management, Security and User Experience
engagement type
Estimated Projects
product
Sales Cloud
industry
Nonprofit
Greater Albuquerque Habitat for Humanity builds community – one home, one family at a time – by making it possible for low-income families to own decent, affordable homes.
Overview
- Key Challenges: Suboptimal Salesforce implementation
- Key Solutions: Automated data flows, improved security, personalized training
- Key Impacts: Reduced costs, enhanced UX, improved Salesforce Health Check Score
challenges
- Suboptimal Salesforce implementation with:
- labor-intensive donations data migration from Onecause to Salesforce
- use of outdated Salesforce interface
- minimal Salesforce experience of new staff
- many high-risk security threats
- Inability for volunteers to self-register on the website
Solutions
- Crafted customized roadmap and optimized Salesforce implementation
- Integrated Onecause with automation and streamlined donation data flow to Salesforce
- Designed personalized training workshops for diverse user groups
- Diagnosed and resolved security threats and executed best practices to maintain overall organization health
- Eliminated integration errors between volunteer registration and Salesforce
Impact
- Implemented strategic cost optimization measures and streamlined workflows: Eliminated labor-intensive data imports and related costs
- Boosted user retention and UX: Improved volunteer intake and personalized Salesforce instances and end-user training
- Increased security: Improved organizational Salesforce Health Check Score from 66% to 85%
