Salesforce Setup for Non-Profit to sync all Google Calendar updates in Salesforce & manage various Email Automation
95%
Integrated group emails in Salesforce
97%
Instant updates about upcoming events
90%
Auto email alerts when a donation is made
Overview
From scattered records to a single automated flow
What You Need To Know
For non-profits using technology to empower people in poverty, efficient data management and automated processes are crucial for maximizing impact and resource utilization.
Why It Matters
Precision Development (PxD) sought to implement Salesforce, integrate it with Google services, and set up various automation to improve their operational efficiency and data management.
What HIC Did
HIC Global Solutions helped PxD set up Salesforce, integrate it with Google Calendar and Gmail, create custom record types, implement email automations, and develop tailored reports and dashboards.
Challenges Faced
Bottlenecks slowing every hand-off
Need for Customized Salesforce Setup
PxD required Salesforce to be set up with different record types such as Partner, Competitor, Landscaper, and more.
Reporting and Dashboard Issues
The client needed help fixing and analyzing their reports and dashboards in Salesforce.
Email Automation Requirements
PxD wanted various email automations to run on specific actions.
Integration with Google Services
The client needed all Google Calendar updates and Gmail emails to be synced with Salesforce.
About the Company
Operating out of Walnut Street in the US, Precision Development or PxD is a non-profit organization. The client uses technology, data science, and behavioral economics to provide digital services to people that change their lives.
PxD works to empower people living in poverty to improve their lives, mitigate risks, and achieve advanced sustainability by sharing high-quality, actionable data at scale with every individual at a very low cost. Our client makes use of mobile technology to deliver information in several sectors, including agriculture.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Salesforce Org Setup
- Set up donations, funds, and reports in the Salesforce org
- Created custom record types for partners, competitor, landscaper, and others
Reports and Dashboard Enhancement
Developed and analyzed reports for donations received, donor retention, active grants, funding gap, and funding by source
Email Automation Implementation
- Set up automation to receive notifications for PxD’s most recent interaction with a contact
- Enabled triggers for email alerts to notify when a donation payment is received
- Implemented similar automation for requirements, events, and funding
Google Services Integration
- Integrated Salesforce with Google Calendar to receive all event updates in one place
- Integrated Salesforce with Gmail to allow groups to receive emails directly in Salesforce
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