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 Implemented Salesforce for a Leading International Organization Case Study
Case Study

Implemented Salesforce for a Leading International Organization to Improve Collaboration

Client

The client is an International Organization responsible for providing humanitarian and developmental aid to children worldwide.


Industry

International Organization


Region

United States of America

 Implemented Salesforce for a Leading International Organization Case Study

Challenges

The client was facing challenges in tracking the various accounts associated, the deals, and the grants/donations received from multiple sources due to disparate data. The client did not have a unified system to track the records.

The client was running its operations on legacy systems that were not compatible with mobile devices, which led to challenges in collaboration across employees and volunteers in different regions and departments.

They wanted to have a unified solution to track the records and improve internal and external collaboration.

Solution

Datamatics Implemented Salesforce with multiple features for the client that included Account Management, Donor, and Donation Management which enabled the client to manage multiple accounts seamlessly and track the donations/grants received.

The client leveraged Sales Cloud with Non-Profit Success Pack

Datamatics also enabled the collaboration between Agents and organizations with Experience Cloud and implemented responsive pages enabling easy access of information through mobile devices from anywhere around the globe.

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Impacts

Improvement in operational effectiveness

Improvement

In operational effectiveness and increase in constituent engagement.

Mobile Device SupportMobile Device Support

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