Enhancing Operational Efficiency With Salesforce For A Global Policy Advocacy Organization

We collaborated closely with the client to guide them through Salesforce customization, ensuring they felt supported at every step. Our team designed objects, built relationships, and crafted intuitive page layouts to streamline their processes. Using technologies like Apex, Visualforce, and Lightning Components, we created custom dashboards and reports for real-time insights. We also configured user roles, permissions, and automated tasks with triggers, flows, and workflows to boost efficiency. Custom forms were built using Salesforce Flow, and the integration of validation rules ensured smooth management of new events.


Front-End:

Our Salesforce team focused on creating a smooth, user-friendly experience for the client. We worked to ensure the system was intuitive and easy to navigate, especially for those new to Salesforce. By customizing fields, objects, and layouts, we made sure the platform met their specific needs while maintaining simplicity. Additionally, we set up dashboards for quick insights, making it easier for them to monitor performance. Throughout the process, our goal was to streamline their operations and make data management as seamless as possible.

• We managed the complete data transfer from FileMaker to Salesforce, ensuring all critical information was preserved.
• Our team customized fields, objects, and page layouts to align with the unique operational needs.
• We created intuitive dashboards, providing them with real-time, easy-to-understand insights into their fundraising activities.
• We ensured user-friendly navigation, allowing even non-technical users to easily access and use the platform.

Backend:

Our expert team put a strong emphasis on optimizing the back-end processes to ensure the client could operate efficiently without getting bogged down by manual tasks. We took time to fully understand their existing system and workflows, even though there was no formal documentation available. By automating routine tasks and processes, we helped them save time and reduce errors. Our goal was to make the system run seamlessly behind the scenes, enabling the team to focus more on their mission.

• We implemented automation using triggers, workflows, and process builders, streamlining repetitive tasks and improving operational efficiency.
• Our Salesforce developers carefully analyzed and understood the system flow, even without any available documentation, ensuring a smooth transition and functioning of processes.
• We optimized the database architecture, improving data retrieval speed and system performance for a smoother user experience.

Development Process:

As we embarked on the development phase, our team focused on crafting a tailored solution that addressed the unique needs. Without any initial documentation, we leveraged insights from their existing FileMaker system to guide our development efforts. We prioritized close collaboration to ensure the solution met their requirements and enhanced their operational workflow. Our aim was to create an efficient system that simplified their processes, saved time, and provided reliable support for their day-to-day activities.

• We gathered references from their old system, FileMaker, to understand their requirements due to the lack of existing documentation.
• Our team designed and developed a comprehensive solution document, which was reviewed and approved by the organization before moving forward.
• We implemented Salesforce along with automation processes, which significantly streamlined their business operations and improved overall efficiency.
• Meeting notes and event activities were consolidated instantly within Salesforce, reducing their time spent searching through emails and manually organizing information.
• We provided a reliable data backup solution, ensuring that the organization always had access to their critical information securely.