Overview
See how HIC integrated the Kixie Sales dialer with Salesforce for a New York-based nonprofit organization supporting injured firefighters to simplify their call management process and enhance their fundraising capabilities.
What You Need To Know
This nonprofit organization supports injured firefighters and relies heavily on phone communications for fundraising. They needed a solution to efficiently manage calls, update records, and communicate with donors all within Salesforce.
Why It Matters
For nonprofit organizations supporting emergency service workers, fundraising is crucial. Streamlining this process can positively impact the organization’s ability to support its beneficiaries and maintain donor relationships.
What HIC Did
HIC Global Solutions integrated the Kixie Sales dialer app with Salesforce, providing a comprehensive solution for call management, record-keeping, and donor communication.
Overview
See how HIC integrated the Kixie Sales dialer with Salesforce for a New York-based nonprofit organization supporting injured firefighters to simplify their call management process and enhance their fundraising capabilities.
What You Need To Know
This nonprofit organization supports injured firefighters and relies heavily on phone communications for fundraising. They needed a solution to efficiently manage calls, update records, and communicate with donors all within Salesforce.
Why It Matters
For nonprofit organizations supporting emergency service workers, fundraising is crucial. Streamlining this process can positively impact the organization’s ability to support its beneficiaries and maintain donor relationships.
What HIC Did
HIC Global Solutions integrated the Kixie Sales dialer app with Salesforce, providing a comprehensive solution for call management, record-keeping, and donor communication.
About the Company
Operating out of New York, the firm is a nonprofit organization that works for the firefighters that have been injured during the time of their duty.
This charitable organization allows you to donate tax-deductible funds for the benefit of the firefighters. The foundation helps the fighters to recover from any unprecedented accident that they are suffering.
About the Company
Operating out of New York, the firm is a nonprofit organization that works for the firefighters that have been injured during the time of their duty.
This charitable organization allows you to donate tax-deductible funds for the benefit of the firefighters. The foundation helps the fighters to recover from any unprecedented accident that they are suffering.
Challenges Faced
While managing their communication and donor records, The nonprofit organization faced a set back with challenges in
Inefficient Call Management
Difficulty in managing calls from Salesforce and updating records accordingly.
Improper Call Record Management
Complexities in managing and organizing call details effectively.
Communication Hurdles
Trouble sending voicemails, notes, and emails to concerned individuals and creating email templates.
Challenges Faced
While managing their communication and donor records, The nonprofit organization faced a set back with challenges in
Inefficient Call Management
Difficulty in managing calls from Salesforce and updating records accordingly.
Improper Call Record Management
Complexities in managing and organizing call details effectively.
Communication Hurdles
Trouble sending voicemails, notes, and emails to concerned individuals and creating email templates.
Challenges Faced
While managing their communication and donor records, The nonprofit organization faced a set back with challenges in
They were facing issues with
- Inefficient Call Management
- Improper Call Record Management
- Communication Hurdles
Difficulty in managing calls from Salesforce and updating records accordingly.
Complexities in managing and organizing call details effectively.
Trouble sending voicemails, notes, and emails to concerned individuals and creating email templates.
Solutions Offered
To make and receive calls directly from Salesforce, the developers at HIC came up with a befitting solution that has the power to manage everything.
Kixie Sales Dialer Integration with Salesforce
Integrated Kixie Sales dialer with Salesforce to enable one-click dialing and text messaging through direct business numbers.
Automated Call Record Management
Implemented a system to automatically store accurate and presentable call details in Salesforce.
Apex Trigger Development for Streamlined Communication
Developed functionality to forward emails, voicemails, and notes directly from Salesforce after calls.
Email Template Creation
Assisted in creating effective email templates for fund donors.
Solutions Offered
To make and receive calls directly from Salesforce, the developers at HIC came up with a befitting solution that has the power to manage everything.
Kixie Sales Dialer Integration with Salesforce
Integrated Kixie Sales dialer with Salesforce to enable one-click dialing and text messaging through direct business numbers.
Automated Call Record Management
Implemented a system to automatically store accurate and presentable call details in Salesforce.
Apex Trigger Development for Streamlined Communication
Developed functionality to forward emails, voicemails, and notes directly from Salesforce after calls.
Email Template Creation
Assisted in creating effective email templates for fund donors.
Solutions Offered
To make and receive calls directly from Salesforce, the developers at HIC came up with a befitting solution that has the power to manage everything.
The solutions which we offered to them
- Kixie Sales Dialer Integration with Salesforce
- Automated Call Record Management
- Apex Trigger Development for Streamlined Communication
- Email Template Creation
Integrated Kixie Sales dialer with Salesforce to enable one-click dialing and text messaging through direct business numbers.
Implemented a system to automatically store accurate and presentable call details in Salesforce.
Developed functionality to forward emails, voicemails, and notes directly from Salesforce after calls.
Assisted in creating effective email templates for fund donors.
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