OBJECTIVE
To provide a child database management system for a charity Organization and Salesforce Implementation for Volunteer Management, Contact Management, Child Management and Donation Management , Facility Management.
CHALLENGES
- Data handling and Duplicate data
- No Portal for Volunteer to access.
- Inability to track the Child Information and Services Offered and availability
- Unable to add a Cost involved for Child Volunteer or send email from a place and track in the same place
APPROACH
- Streamlined Application to solve Date Discrepancy and avoid Manual Process.
- Providing a holistic solution for Child Management
- Child Program Management and Services Offered are tracked.
- Child register from portal and Community Pages
- Child Tracking and screening Process for Allocating Child to each Centers.
- Trigger implementation to meet the Business Process needs
BUSINESS BENEFITS
- More Time to Focus on Strategize the Business Operations.
- All the end user’s support request is resolved quickly, thereby speeding up the business processes.
- Helped the Business User to Get Child Allocation directly to the Salesforce removing the manual hassle of creating the excel sheets looking at each line item.
- Our streamlined process helped the client to save time.
- Managing Client information and generating monthly reports and dashboards
INDUSTRY
- Non-Profit Organization
CUSTOMER PROFILE
UAE-based Organization, with more than 10 years of experience serving multiple child health care centers
TECHNOLOGY AND TOOLS
- Salesforce Platform
- Non Profit Starter Package
- V4S
- Lightning Components
- Communities
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