OBJECTIVE

To provide the client with a customized salesforce solution that help to manage their Non – Profit with information of children under care from multiple care centers, their allocations, volunteers information, Contact Management, to manage donations received and reports.

CHALLENGES

Managing data and Duplications with Sheets on Data Entered at multiple locations
Finding Volunteers Availability and finding Volunteer based on Availability and Skill.
Managing the Child Information and Admission Care information.
More manual work on updating the Child information and Admission/Discharge Entry and availability of Allocations.
Managing large number of data from Multiple locations in a streamlined application.

APPROACH

Implemented Sales cloud for Non-Profit to handle the Organization Activities and Donation Management.
Implemented Custom Built Volunteer Application to meet the Unique requirements of the client.
Implemented Custom Lightning Components and Custom UI Pages for better Experience and to meet the Complex Process Automations.
Integration with Postal Data API for Real time Address Validation based on Postal Zip Code.
Salesforce Sites for Volunteer Registration and Sign up form.
Data migration to import data from other tools and Excel.

BUSINESS BENEFITS

Volunteer Management and Registration of Volunteer is made efficient and Tracking of Volunteer Activity is automated by the System.
Duplicate Management of the Contacts, Childs, Volunteers were handled effectively, and Donation Tracking was captured by the System.
Automation on Availability of Centers with free Bed spaces and Occupied Bed spaces.
Child information Management Application provided a whole new way of capturing the Child’s information with Details on Health, Child Diagnostic History and Admission/ Discharge Information.

INDUSTRY

Non-Profit Organization

CUSTOMER PROFILE

India -based Nonprofit, having 12+ years of experience of Supporting Kids Struggling with Cancer.

TECHNOLOGY AND TOOLS