Salesforce Development to Streamline the process of managing calls records from Salesforce & send the voicemails, notes, emails to the concerned people
90%
Increase in better processing of phone calls in Salesforce
83%
Presentable & Accurate call details automatically stored in Salesforce
75%
Ease in sending voicemails, notes & emails directly from Salesforce
Overview
From scattered records to a single automated flow
What You Need To Know
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.
Why It Matters
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.
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.
Challenges Faced
Bottlenecks slowing every hand-off
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.
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.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
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.
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