Case Study
August 6, 2023
Client Requirements
The customer is a private foundation with a mission to drive large-scale change by investing in, connecting, and celebrating social entrepreneurs and other innovators dedicated to solving the world’s most pressing problems.
Objective
Client had implemented Salesforce Community Cloud to enhance candidate/awardee communications and manage fundraising events. The application was not providing them the transparency into candidate/awardee activity that was needed, nor was it integrated with multiple external event management applications the company utilized
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Our Solution
Working in partnership with a company that helps non-profit organizations use technology to improve their operations, SolvFore: Migrated the organization’s Salesforce applications to the Lightning platform Created a new Salesforce Communities solution that centralized data, helping the organization staff work from a shared base of knowledge Implemented an integrated solution to manage event data centrally and share it across disparate event management systems such a Cvent Implemented award referral, nomination and grants management functionality.
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Results
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Helped client adopt Salesforce as its primary database for managing relationships within its network
• Staff members now have a comprehensive view of their network, including sponsored event attendance, referral history, etc.
• Candidate and awardee organizations can view their profiles through the platform and submit updates directly rather than emailing documents.
• Eliminated the cumbersome manual re-entry of information between event management systems (Reduction of 10,000+ man hours annually)
• The customized solution for capturing conversations and meetings enables staff members to be aware in real time of progress, challenges, and opportunities presented by its network.
Tech Stack
Salesforce Communities, Salesforce Lightning