One of the world’s largest humanitarian organizations wanted to improve donor experience with a streamlined appointment scheduling process, improve data management, & leverage automation capabilities for efficient workflows. They required expert consultation & implementation services for a unified platform and reached out to us.
Our client was dealing with a time-intensive manual appointment scheduling process, along with a serious lack of visibility into key marketing metrics like donor retention, appointment fill rate, and site utilization. They also struggled with disparate data from various sources, making it difficult to get actionable insights, and the absence of automation resulted in communication gaps with the donors. The non-profit organization wanted to eliminate all these challenges and deliver new-age capabilities like the self-scheduling ability for the donors at various collection sites
Based on the current situation of our client, we assessed Salesforce as a platform for future CRM to meet their objectives. We helped them define the future processes for pre-screening and collections for specialized programs at various donor centers. We built an easy-to-use solution on Salesforce Sales Cloud with a lightning scheduler with a Low-Code and No-Code philosophy at the core of the solutions. Multiple communication channels, email, and SMS were implemented along with manual process automation through Salesforce Flows. We helped our client envision the future CRM and planned a roadmap for capabilities enablement on the platform aligned to growth plans.
Roadmap planning for enabling functionalities and business processes on salesforce as future CRM.
Built a low code solution to ensure low maintenance and provide flexibility for a quick turnaround on enhancements.
Defined future processes for scheduling, prescreening, and collections for specialized donations.
Introduction of email and SMS channels for automated transactional communication (Reminders, Confirmation, Thank You, Welcome, etc.)
Flow-based automation for donor eligibility calculation based on complex business rules for prescreening and collections.
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