Case Study
Optimize Salesforce implementation for efficiency and reporting
Discover How Salesforce Transformation Supercharged Efficiency, Analytics and Data Management Across Departments for Success
engagement type
Estimated Projects
product
Sales Cloud
industry
Nonprofit
A 501(c)(3) nonprofit, non-partisan organization that develops lasting solutions to the hemisphere's toughest challenges by connecting local organizations and individuals to funding opportunities and empowering citizens to become agents of change.
Overview
- Key Challenges: Salesforce implementation lacked crucial features
- Key Solutions: Implemented Public Communities and reconfigured Salesforce
- Key Impact: Enhanced insights, data collection and management
challenges
- Used Salesforce Classic UI, lacking in functionality and flexibility options
- Lack of process to authorize travel requests
- Issues in generating organization-wide reports and dashboards
- Data collection hurdles in Farmer to Farmer program
- Unable to locate existing and new accounts on the map
- Configure Salesforce instance to work with multiple departments without affecting operations or sharing data
Solutions
- Migrated to Salesforce Lightning UI boosting flexibility and productivity
- Implemented Public Communities:
- built a travel authorization form
- created user-friendly forms for farmers
- Modified data model to streamline generation of metrics, reports and dashboards
- Set up Salesforce Maps:
- enabled location of existing accounts
- new account creation within map
- Conducted intensive research to establish unshared divisions within the existing system for each department
Impact
- 360° overview: improved visibility into critical analytics and productivity via reports and dashboards
- Significant improvements in efficiency: faster and streamlined data collection process, simplified forms and uploading of spreadsheets
- Centralized data management: implemented cost-effective, scalable division of Salesforce leading to streamlined operations and uninterrupted workflows