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How DemandBlue Empowered a Non-Profit Property Developer with Salesforce Customization

by | May 13, 2021 | 0 comments

Why use Salesforce Sales Cloud

Salesforce’s Sales Cloud is a top-rated CRM software that helps firms integrate information about leads, sales, and customers and access it on demand from multiple devices.

With Sales Cloud, it is easy and convenient for businesses to develop and empower sales teams with integrated onboarding, training, and coaching. Moreover, the sales team of the firms leveraging Sales Cloud can clinch more deals with forecasting tools, lead management, and the ability to configure, price, and quote for every deal.

Enabling Workflow Automation Through Sales Cloud

Firms that store customer data in various documents, spreadsheets and emails find it inconvenient to access the information and cannot use it to gain meaningful insights.

This was precisely the problem faced by one of DemandBlue’s clients, a leading non-profit property developer providing high-quality and affordable housing and services to help neighborhoods, communities, and individuals. They offer accommodation and support for the working, poor, elderly, those with special needs, formerly homeless, or those at-risk of homelessness.

The client previously worked on legacy systems, which included excel spreadsheets, for maintaining data across their various departments, including Volunteer, Case, Asset, Community, and others.

As a result, they could not conduct quick data recall to gauge the reasons for losing vital business proposals. Apart from this, they were unable to track volunteer activities within the community. Their legacy systems and processes required automation to enable the stakeholders to seamlessly manage volunteer details and deliver quality service, thereby enabling the client to achieve smooth customer and employee experiences.

Developing Database Structure and Advanced Data Management In Salesforce

Salesforce helps firms create clear data management strategies to maintain their information systematically. It becomes effortless to support the team with regard to data collection and analysis, thus driving business goals.

With the aim to automate the client’s workflow process, DemandBlue’s advisory team collaborated with the functional stakeholders of the client’s organization to have a better understanding of their business processes.

The team at DemandBlue built a roadmap that saw the alignment of the client’s various business needs with Salesforces’ features. Subsequently, the development team designed and developed the database structure in Salesforce.

By leveraging Salesforce Sales Cloud, the team built an advanced data management platform, which enabled the client to manage and maintain their critical data without hassle.

Digitalizing Key Business Processes

Sales Cloud provides enough flexibility for businesses of any size or industry with its customer management solution.

The implementation of Sales Cloud enabled the client to digitize key business processes, improve data management, and win more bids. This resulted in an increase in customer acquisition by 30%.

Moreover, using Sales Cloud resulted in the client gaining real-time access to high-quality data, which also improved their decision-making skills and productivity by 45%. It also helped the client track the volunteer activities in real-time, thereby opening up a world of opportunities for them to broaden their business horizons.

DemandBlue understands the client’s need and works extensively with the team to ensure a smooth transition from legacy to innovative systems.

Get in touch today to scale your operations and become future-ready!

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