A Non-profit client experienced improved volunteer management and reporting through better technology and feature adoption
About the Client
The client is a non-profit organization that strives to ensure equal justice for all immigrant men, women, and children at risk of detention and deportation through direct legal representation.
- A gap analysis report for process improvement
- Leveraging Volunteers for Salesforce
- Implementing Google API vision in Salesforce
- Enabling Salesforce Sync
- Custom reports and dashboards
- Better Automation: Help business with focus more on new activities.
- Third-eye perspective from SME: With this exercise, the client was able to realize the gaps in the system and what should be the future roadmap.
- Budget Prioritizations: Through this engagement, the client was able to understand how the future roadmap can address various processes and what cost it will take to address it.
Salesforce: Sales Cloud
Technologies: Volunteer management, Google API, Salesforce sync, Custom dashboards, Custom reports