Optimize business processes

A one-stop solution for data collation replaced inefficient, manual Salesforce setup, boosting productivity and cutting turnaround time.

Engagement type

Managed Services & Estimated Project

Product

Sales & Experience Clouds

Industry

Non-Profit

HireDC is a non-profit, Good Samaritan organization that provides economic opportunities, education, recreation, health and well-being to those who are struggling in the Washington, D.C. area.

Overview

Key Challenges: Inefficient, manual Salesforce setup
Key Solutions: One-stop solution for data collation
Key Impact: Boosted productivity, cut turnaround time

Challenges

Suboptimal configuration of Salesforce and absence of basic automation
Original database was collated offline, and required manual online entry
High volunteer turnover rate, compounded by a discordant data model and an unintuitive UI
Management lacked insights into teams' KPIs & growth metrics due to absence of reports

Solutions

Cleansed and custom-configured Salesforce instance
Integrated the onboarding documentation into Salesforce via a single Visualforce page
Built a custom Visualforce job matching functionality for HireDC’s contacts, with a tailormade notification system
Simplified training sessions for new joinees

Impact

Unified data management: Eliminated data loss, minimized errors, simplified report generation and improved visibility into KPIs
Significant rise in productivity: Improved efficiency, process flow, and data security, reduced turnaround times and streamlined training sessions

Optimize business processes

Engagement type

Managed Services & Estimated Project

Product

Sales & Experience Clouds

Industry

Non-Profit

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