Salesforce | Non-Profit

Custom CRM System Development For Largest Non-profit Humanitarian Organization In The US

Custom CRM System Development For Largest Non-profit Humanitarian Organization In The US

Situation

One of America’s largest not-for-profit humanitarian organizations wanted to improve its business processes to support relief services for disaster and military services into one seamless platform. The needed expert assistance to leverage Salesforce to improve workflows and eliminate business challenges. They connected with Exavalu for guidance on strategy & implementation.

Services Offered

01

Development

02

Integration

03

Improvement

Challenges

The current system our client utilized lacked robustness, resulting in multiple and duplicate payments being disbursed to beneficiaries. Touchpoints and interactions with beneficiaries were not captured and tracked efficiently on the system, and the lacking interface efficiency increased application processing time. Enhancements of the current platform were a challenge due to the lack of proper documentation and process, making a new and unified application to support relief services for disaster & military necessary.

How We Brought a Difference Our Methodology and Approach

To overcome the challenges of the existing implementation on Salesforce, we deployed a team who took ownership & responsibility for ensuring the application meets the client’s needs. We enhanced the payment processing flows through API integration ensuring zero lapses in the process. Along with this, we enhanced the same application to integrate and facilitate disaster and military relief services seamlessly.

Custom CRM System Development For Largest Non-profit Humanitarian Organization In The US
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