Improved Inventory & Customer Service in Tech Solutions Sector with Custom Application

A non-profit organization that equips local volunteers in churches globally with biblical discipleship solutions, was facing issues with its Customer Relationship Management & few legacy systems. They also lacked a proper donation management system leading to inefficiencies.

Business Needs

Environment

Business Challenges

Unscalable and cost-intensive legacy CRM systems

Manual and complicated donation management system

Complex legacy donor management data negatively affecting reporting capabilities

Manual data entry in Salesforce by the finance team was time-consuming, and prone to errors

Problem in tracking the donations

Donation and General Accounting Unit details (GAU) uploaded on Intacct accounting system manually leading to duplicate efforts

Solution

Legacy Migration: Migrated Organization’s legacy donation management application, Raiser’s Edge, into the NPSP donation management in Salesforce and enhanced its usability by adding new custom features

Process Automation: Automated the repetitive task of uploading the donation transaction details from Salesforce to Intacct through Rest API integration.

Automated the entire donation management process to make it a point and click solution by automating features like refunds/cancellations,complaint management, delivery process, etc.

Segregated donations based on allocatedGAU’s automatically

Batches and Integrations Daily batches pushed donation details to Intacct. Integrated with WooCommerce, Box.com, Intacct, WhiteBox, and BrainTree.

Cloud Used: Utilized Sales Cloud and Nonprofit Success Pack (NPSP V3).

Result

50% faster refund processing with an automated donation management solution

3x increase in team productivity (finance and donation management) by automating the repetitive administrative tasks

2x increase in operational efficiency, overall

Outcome

50% faster refund processing with an automated donation management solution

3x increase in team productivity (finance and donation management) by automating the repetitive administrative tasks

2x increase in operational efficiency, overall

Improved Inventory & Customer Service in Tech Solutions Sector with Custom Application

Business Needs

Environment

Business Challenges

Solution

Result

Outcome

The Future of Mobile: Navigating App Development in 2023 and Beyond

Flutter vs. React Native: Which is Better in 2024 | Backendless

Android App Development Demystified: A Beginner's Guide to Success

Mobile App Development - Step by step guide for 2024 and beyond

iOS App Development: Build Your Own Apps

Swift vs Objective C - Top Programming Languages Compared

Top Most Popular Programming Languages for Mobile App Development

Salesforce Spectrum: A Journey through Innovation and Transformation

What is Salesforce Marketing Cloud?

Salesforce Experience Cloud as a Way of Digital Transformation

Salesforce Service Cloud Overview

Salesforce Sales Cloud: Implementation & Support Services

Set Up Your Salesforce Org for Integration with MuleSoft

Salesforce Field Service and Its Significance in Modern Business Operations

Salesforce Lightning: Revolutionizing the User Experience

The Ethics of AI in Salesforce: Understanding Salesforce's Responsible Creation of AI

Salesforce CPQ (Configure, Price, Quote): Streamlining the Sales Process

Salesforce and IoT: The Future of Customer Relationship Management

Taming the Beast: Master Business Process Intelligence in SAP S/4 HANA

Next-Gen Business with SAP S/4HANA, IoT, and Big Data

SAP Customer Checkout: A Beyond-the-Register Business Approach

SAP Integration Suite: Enhancing Business Efficiency and Connectivity

A Comprehensive Overview of SAP S/4HANA Advanced Compliance Reporting (ACR)

OLAP vs. OLTP: What's the Difference?

Understanding Bigtable: A Comprehensive Guide

Elevate Your Legacy Systems with AWS and SAP SDIT Migration

Key Takeaways from Sapphire 2024

Introduction to SAP S/4HANA Clean Core Strategy

S/4HANA vs ECC: A Comprehensive Guide to Their Key Differences and Benefits

Advanced Demand Planning and Supply Chain Optimization | SAP

Next-Gen Business with SAP S/4HANA, IoT, and Big Data

Predictive Analytics and Machine Learning with SAP S/4HANA

Introduction to SAP Analytics Cloud

Unlocking the Future of SAP: A Deep Dive into Joule AI

SAP S/4HANA - Intelligent Cloud ERP Software Solution

What Is RISE with SAP?

SAP S/4HANA migration: A definitive guide

What is SAP BTP? A Guide to SAP Business Technology Platform

Maximizing Operations with Business Process Intelligence in SAP S/4 HANA: A Comprehensive Guide

Introduction to Infrastructure as a Service (IaaS) and SAP S/4HANA

Navigating Your SAP Migration Journey: A Comprehensive Guide to Brownfield, Greenfield, and Bluefield Approaches

What is SAP HANA? A Guide to In-Memory Computing with SAP

Understanding SAP S/4HANA Transition

SAP S/4HANA for Finance: Reinventing Financial Management

Get in Touch: Connect with Us Today!

4580 Auto Mall Parkway, Suite 121 Fremont, CA 94538 (HQ)

4580 Auto Mall Parkway, Suite 121
Fremont, CA 94538 (HQ)