The client wanted to re-configure their Customer Relationship Management (CRM) system for which they partnered with Girikon. Girikon was preferred over their previous Salesforce consulting partner (a large tier-1 consultancy group) due to their agile team, their cost-effectiveness, and track record of quality outcomes.
Anonymised Client Profile
The client wanted to re-configure their Customer Relationship Management (CRM) system for which they partnered with Girikon. Girikon was preferred over their previous Salesforce consulting partner (a large tier-1 consultancy group) due to their agile team, their cost-effectiveness, and track record of quality outcomes.
To understand the business process and architecture implemented by the client’s previous Salesforce Partner, Girikon engaged with the client on a detailed technical discovery.
Girikon determined that successful implementation was required to achieve a quality outcome. The client invited Girikon to kick off the Salesforce Implementation project and was impressed by the efficiency of Girikon’s offshore/onshore model besides the positive management by senior stakeholders.
The client – a non-profit organization is striving to improve the health of young boys through their mentoring programs. These 3 to 6 months duration programs are designed to help young males augment their empathy, resilience, and self-respect, which in turn will bring a significant downfall in the suicide rate, mental health issues, and antisocial behavior. For delivering these mentoring programs, experienced and qualified youth staff are employed.
To get their current business processes and practices reviewed, the Client approached Girikon and provide support using the Salesforce Sales cloud Non-profit Pack (NPSP).
The following pain points of the Client were identified:
Girikon implemented the following solutions after discovering the pain points of the client:
Salesforce Setup and Implementation:
Salesforce Sales Cloud Non-profit Success Pack (NPSP).
Reports and Dashboards
All Dashboards are available on the Home Tab, including the following:
Secured Count Dashboard: It displays the target achieved according to the financial quarter and close date.
Target Dashboard: the client can set the target for Donation, Fee, and Grants on the same.
Measurable Impact
Within six months of going live on Salesforce, the organisation reported measurable gains across every key marketing KPI.
The client wanted to implement several changes along with the integration. However, Girikon recommended re-configuration of Salesforce using the Non-Profit Success Pack after reviewing their Salesforce Non-profit Cloud. This enabled the client to use standard Salesforce features, functions, and processes. Girikon delivered the re-configuration of Salesforce, allowing the client’s team to use Salesforce aligned to their business processes leveraging standard Salesforce processes.
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.
Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours.
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