Case Study

Case Studies >> Salesforce for managing non-profit Childcare centers

Salesforce for managing non-profit Childcare centers

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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Contributor

CloudQ

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