Case Study
Optimize Salesforce implementation and streamline business processes
Revamping Salesforce to Enhance Donation Management, Security and User Experience
Greater Albuquerque Habitat for Humanity builds community – one home, one family at a time – by making it possible for low-income families to own decent, affordable homes.
Overview
- Key Challenges: Suboptimal Salesforce implementation
- Key Solutions: Automated data flows, improved security, personalized training
- Key Impacts: Reduced costs, enhanced UX, improved Salesforce Health Check Score
challenges
- Suboptimal Salesforce implementation with:
- labor-intensive donations data migration from Onecause to Salesforce
- use of outdated Salesforce interface
- minimal Salesforce experience of new staff
- many high-risk security threats
- Inability for volunteers to self-register on the website
Solutions
- Crafted customized roadmap and optimized Salesforce implementation
- Integrated Onecause with automation and streamlined donation data flow to Salesforce
- Designed personalized training workshops for diverse user groups
- Diagnosed and resolved security threats and executed best practices to maintain overall organization health
- Eliminated integration errors between volunteer registration and Salesforce
Impact
- Implemented strategic cost optimization measures and streamlined workflows: Eliminated labor-intensive data imports and related costs
- Boosted user retention and UX: Improved volunteer intake and personalized Salesforce instances and end-user training
- Increased security: Improved organizational Salesforce Health Check Score from 66% to 85%
