A Nonprofit Client streamlined their documentation process via Salesforce Customization and Integrations

 

About the Client

The client is the premier governing body for sports in the United States. The client is focused on protecting, supporting, and empowering the country’s athletes and is responsible for fielding teams in games representing the nation.

 

Solution

  • Different customizations and automations done to satisfy the business requirements
  • Integrations done with tools like SendGrid, DocuSign, FormAssembly, and Sharepoint

Benefits

  • Deeper insights – With the DocuSign integration enabled, the client now has a fully automated process.
  • Uninterrupted workflow – Improved user adoption and productivity through updated design requests for existing objects and the inclusion of new record types in their Salesforce instance.
  • Easy to Manage – With minimal changes to operational system and user-friendly interfaces, adoption and usage was maximized
  • Conflict Resolution – With centralized data archive, file storage, and management was made easier

Salesforce: Sales Cloud

Technologies: Salesforce customization, salescloud, Salesforce integrations, SendGrid, DocuSign, FormAssembly, Sharepoint, Nonprofit