A nonprofit Client connects all its enterprise applications to Salesforce to power up the efficiency of its service team

 

About the Client

Client is the world’s largest community of pilots. Their products and services span the broadest-reaching media platforms and aviation technology.

 

Solution

  • Integrated Salesforce with FormAssembly, DocuSign, Qualtrics, and Laserfiche so that the data captured by these apps would automatically populate in Salesforce.
  • Utilized Salesforce automation rules to set up a workflow for form submission, approval, signature, capturing survey feedback, creating automated tasks and renewal opportunities.

Benefits

  • With our new system launch, within 30 days they were able to launch 90+ programs. This is a mind-boggling 1500% improvement in efficiency.
  • With the introduction of automations and customization, user adoption of Salesforce increased by 65%
  • Strategic integration of different applications directly to the Salesforce CRM created an automatic two-way dataflow that eliminated data errors and duplicity

Salesforce: Sales Cloud

Technologies: Workflow automation, Integration, FormAssembly, Docusign, Qualtrics, Laserfiche