How did we transformed a Non-Profit organisation's operations with Salesforce Service Cloud and Nonprofit Success Pack?
Our client, a leading non-profit organization, is committed to fostering steward leadership among business and government leaders, investors, and individuals. As their influence grows, managing relationships and ensuring seamless interactions across various touchpoints has become increasingly complex. The need for a unified platform to streamline their communication, event management, and stakeholder engagement led them to seek a robust solution.
This case study explores how we partnered with them to optimize their operations using Salesforce Service Cloud and Salesforce Nonprofit Success Pack.
The Challenge
The organization faced several challenges:
- Fragmented Data: They lacked a single source of truth for business contacts and interactions, with data scattered across various platforms.
- Event Tracking Issues: Their event management system tracked attendee interactions, but this data wasn’t linked to other key contact information. They needed a centralized view of all engagements.
- Limited Mobility: Their leadership required access to real-time data on the go. They needed to manage contacts and interactions from a mobile-friendly platform.
The Solution
We implemented Salesforce Service Cloud and the Nonprofit Success Pack to solve these problems:
- Centralized Contact Management: We provided a system for full visibility of contacts. It consolidated data from various sources, allowing the client to access and segment contacts easily.
- Integrated Event Tracking: We integrated their Gevme Event Management System into Salesforce. Now, they can view each contact’s interactions, such as events attended, within a single platform.
- Mobile Access: The solution is accessible through a browser and a mobile app. This allows the leadership team to manage contacts from anywhere.
Achievements Unveiled
Our solution delivered key benefits:
- Single Source of Truth: All business contacts, events, and interactions are now in one platform. This has improved team efficiency and decision-making.
- Simplified Event Tracking: Leadership can now track and follow up on attendee engagement more easily.
- Increased Mobility: The mobile-accessible platform enables the team to stay informed and connected, even when on the go.
The Outcome
As a result of the implementation, the non-profit organization has significantly improved its operational efficiency. The leadership team now benefits from a clear, unified view of all their stakeholders, enabling them to strengthen relationships and engage more effectively. The integration of event management and contact data has provided a seamless experience for tracking interactions, ultimately supporting the organization’s mission to activate steward leadership at scale.
By leveraging Salesforce Service Cloud and the Nonprofit Success Pack, our client has transformed their stakeholder management approach, positioning themselves for sustained growth and impact in the future.
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