Salesforce Internal Process Streamlining for Nonprofit Case Study

  • February 27, 2023
  • Girikon
Background

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.

About the client

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 Problem

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.
The solution

Girikon provided and implemented the following solutions after analyzing the pain points of the client: 

Data Migration:

  • Migration of archived data from Donman
  • Migration of donation data from Donman

Account Management:

  • Account Configuration
  • Account types 
  • Duplicate Management 
  • Customization of page layout and record type
  • Creating custom fields for Accounts

Contact Management:

  • Contact Configuration
  • Duplicate Management 
  • Creating custom fields for Contacts
  • Customization of on-page layout
  • Creating Dashboards and Reports

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

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

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

Relationship Management:

  • Configuration of Relationship objects 
  • Creating Dashboards and Reports

Security Management:

  • Multifactor authentication Set up
The Outcome

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.

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