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.

 

Solution

  • A gap analysis report for process improvement
  • Leveraging Volunteers for Salesforce
  • Implementing Google API vision in Salesforce
  • Enabling Salesforce Sync
  • Custom reports and dashboards
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Benefits

  • 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