Step towards digitization by enhancing and upgrading Salesforce functionalities to meet business demands.
Centralize partner data and automate workflows to boost efficiency and revenue.
GreenPath is a national nonprofit with 60 years of experience in financial wellness, providing resources to help people achieve their financial goals. They offer licensed services online, by phone, and in-person across the U.S.
Overview
- Key Challenges: Disjointed data and manual workflows hindered processes
- Key Solutions: Centralized data and automated operations
- Key Results: Boosted revenue and enhanced efficiency
challenges
- Fragmented Data: Poor management and categorization of partner data.
- Disparate Systems: Data spread across multiple legacy systems, lacking centralization.
- Manual Data Management: Intensive manual efforts required for BAU activities on Salesforce.
- Disconnected Programs: No synchronization between Partner Programs and customer data, increasing manual workload.
- Low Partner Engagement: No centralized access point for partners, leading to subpar engagement.
Solutions
- Data Cleansing and UI Overhaul: Optimized and organized data, revamped Salesforce UI.
- Unified Data Source: Retired legacy systems, centralized all partner data on Salesforce.
- Process Automation: Implemented advanced automations to streamline BAU activities.
- Integrated Data Management: Seamlessly integrated a bespoke customer data system with Salesforce.
- Enhanced Partner Portals: Developed robust portals for improved partner experience and engagement.
Impact
- Improved Data Quality: Structured data led to better governance, user experience, and compliance.
- Operational Efficiency: Centralized data saved substantial human hours, reducing duplication and data loss.
- Streamlined Processes: Automation reduced manual efforts, enhancing operational efficiency.
- Accelerated Sales: Better data access reduced client interaction time and improved turnaround times.
- Boosted Revenue: Enhanced partner portals improved engagement, significantly boosting revenue generation.