Case Study
Optimize Salesforce implementation for efficiency and reporting
Discover How Salesforce Transformation Supercharged Efficiency, Analytics and Data Management Across Departments for Success
A 501(c)(3) nonprofit, non-partisan organization that develops lasting solutions to the hemisphere's toughest challenges by connecting local organizations and individuals to funding opportunities and empowering citizens to become agents of change.
Overview
- Key Challenges: Salesforce implementation lacked crucial features
- Key Solutions: Implemented Public Communities and reconfigured Salesforce
- Key Impact: Enhanced insights, data collection and management
challenges
- Used Salesforce Classic UI, lacking in functionality and flexibility options
- Lack of process to authorize travel requests
- Issues in generating organization-wide reports and dashboards
- Data collection hurdles in Farmer to Farmer program
- Unable to locate existing and new accounts on the map
- Configure Salesforce instance to work with multiple departments without affecting operations or sharing data
Solutions
- Migrated to Salesforce Lightning UI boosting flexibility and productivity
- Implemented Public Communities:
- built a travel authorization form
- created user-friendly forms for farmers
- Modified data model to streamline generation of metrics, reports and dashboards
- Set up Salesforce Maps:
- enabled location of existing accounts
- new account creation within map
- Conducted intensive research to establish unshared divisions within the existing system for each department
Impact
- 360° overview: improved visibility into critical analytics and productivity via reports and dashboards
- Significant improvements in efficiency: faster and streamlined data collection process, simplified forms and uploading of spreadsheets
- Centralized data management: implemented cost-effective, scalable division of Salesforce leading to streamlined operations and uninterrupted workflows
