OBJECTIVE

To provide the client with a customized salesforce solution that help to manage their Non – Profit with Funds Approval with Granting System, Child Information and Donation Request Tracking.

CHALLENGES

Managing the Child Information and Hospital, Pharmacy and Other details of the Child.
More manual work on updating the Child information and Funds Allocation.
Managing large number of data from Multiple Hospital, Multiple Pharmacy in a single online form.

APPROACH

Implemented Sales cloud for Non-Profit to handle the Organization Activities and Grants Management
Implemented Custom Built Application to meet the Unique requirements of the client with a Dynamic Approval process
Implemented Custom Lightning Components and Custom UI Pages for better Experience and to meet the Complex Process Automations.
Salesforce Sites for Fund Request Registration and Sign up form
Data migration to import data from other tools and Excel.

BUSINESS BENEFITS

Registration of online Fund request made efficient and Tracking of Grants and Approval of Fund request is accomplished.
Duplicate Management of the Contacts, Childs, Application Request were handled effectively, and Donation Tracking was captured by the System.
Child information Management Application provided a whole new way of capturing the Child’s information with Details on Health, Child Diagnostic History, Hospital Information tracking, Pharmacy Information Tracking, Payment Done.

INDUSTRY

Non-Profit Organization

CUSTOMER PROFILE

US-based Nonprofit, having 5+ years of experience of Raising funds and Granting them for Kids Struggling with Cancer

TECHNOLOGY AND TOOLS