Salesforce | Non-Profit

Global Non-Profit Organization Digitally Transforms Donor Management & Appointment Scheduling With Exavalu

Global Non-Profit Organization Digitally Transforms Donor Management & Appointment Scheduling With Exavalu

Objective

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.

Services Offered

01

Advisory

02

Implementation

Challenges

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

How We Brought a Difference. Our Methodology and Approach

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.

Global Non-Profit Organization Digitally Transforms Donor Management & Appointment Scheduling With Exavalu
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