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Salesforce Case Study
From Manual Workflows to Automated Efficiency: A Salesforce Success Story
Girikon – a leading name in the IT service space partnered with a not-for-profit organization that assists people suffering from a genetic disease called Cystic Fibrosis (CF). The organization was struggling to manage client details seamlessly using its existing CRM. Girikon partnered with the client and helped them to migrate from their existing CRM to Salesforce’s Not-for-Profit Success Pack.
Girikon – a leading name in the IT service space partnered with a not-for-profit organization that assists people suffering from a genetic disease called Cystic Fibrosis (CF). The organization was struggling to manage client details seamlessly using its existing CRM. Girikon partnered with the client and helped them to migrate from their existing CRM to Salesforce’s Not-for-Profit Success Pack.
The client selected Girikon over other Salesforce consultants because of its high-quality and cost-effective solutions that are customized to meet the needs of the non-profit sector. Also, Girikon’s on-shore and off-shore capabilities have impelled the client to partner with it as Girikon always remained cognizant of the client’s desired outcome. Moreover, the Client was also able to complete the project within the projected time frame following which the Client started using Salesforce immediately post-implementation.
The client is a non-profit organization that works to provide practical support to the people affected by Cystic Fibrosis and the challenges they face. They do so by subsidizing equipment costs and organizing social events for creating awareness. The client is also supported by the national body of cystic fibrosis in their endeavor.
The Challenge
Fragmented Systems, Missed Opportunities
The following pain points were identified during the discovery phase:
Capturing, tracking, and updating client details is a manual and time-consuming process.
The existing system had limited automation capabilities.
Data regarding donations were recorded in spreadsheets, as well as in the current system without any consistency.
Tracking member relationships had been difficult.
Availability of limited reporting in the current system.
Migration was done away from the current system and into Salesforce’s NPSP.
manually maintaining the current CRM system required a lot of time and effort, which put a strain on the small number of employees. This left the organization with less time to accomplish work that really mattered to them, as well the Cystic Fibrosis community.
Our Approach
What Girikon Implemented
Girikon provided and implemented the following solutions after analyzing the pain points of the client:
1
Data Migration
Migration of archived data from Donman
Migration of donation data from Donman
2
Account Management
Account Configuration
Account types
Duplicate Management
Customization of page layout and record type
Creating custom fields for Accounts
3
Contact Management
Contact Configuration
Duplicate Management
Creating custom fields for Contacts
Customization of on-page layout
Creating Dashboards and Reports
4
Opportunity Management
Tracking and progress of opportunity
Creating custom fields for Opportunities
Stages of opportunity configured
Customization of page layout and on-record types
Creating Dashboards and Reports
5
Campaign Management
Customization of on-Campaign objects
Customization of page layout and the on-record type
Creating custom fields
Adding Campaign member
Creating Reports and Dashboards
6
Web-to-Case Management
Configuration on the web to case form (Contact Form)
Capturing the Contact and Case (Service/Membership information/Event/Sponsorship information)
Auto-generated email for Members
Auto-generated email for the client’s team with the Task attached
Creating custom fields on the Contact and case objects
Data and Permission setting on the Case object
7
Relationship Management
Configuration of Relationship objects
Creating Dashboards and Reports
8
Security Management
Multifactor authentication Set up
Measurable Impact
The Results
Within six months of going live on Salesforce, the organisation reported measurable gains across every key marketing KPI.
Expert business analysts at Girikon act as Subject Matter Experts (SMEs). They provided the client with detailed insight regarding the worth of the Salesforce platform and the CRM processes.
The client was at ease as they no longer had to spend their precious time and effort creating and sending emails manually. Moreover, Salesforce helped to invoice clients automatically with memberships with donations being captured and reported simply and effectively. Girikon also made the process of case creation and management simpler by allotting users to cases and automatically generating tasks to be viewed by specified users to view.
Client Feedback
“
Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of.
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