Enhancing Productivity and Efficiency with Salesforce NPSP for Nonprofits
Industry
Nonprofit
Services
Salesforce Integration
Technology
Salesforce NPSP
Client objective
The client wanted to customize their Salesforce NPSP to keep their membership, training, and event information organized and scalable as the number of members would grow.
Introduction
The client is an educational nonprofit organization headquartered in California that provides low-cost learning and networking opportunities to law enforcement teams, attorneys, public and private sector investigators, auditors, and other risk management professionals in the US.
The organization also administers the Certified Fraud Specialist (CFS) designation to help members in the anti-fraud profession achieve leadership, attain higher levels of recognition, authenticate skills and transform knowledge into a meaningful career.
The organization is a member of NASBA, MCLE, POST, CFS-CPE, and believes in making quality training affordable to every anti-fraud professional while holding standards in education in high regard.
Challenge
Being a membership-focused organization, the client had a challenge in managing their member database, training, and event information.
he client needed a solution to customize their Salesforce NPSP to keep their membership, training, and event information organized, which was scalable and affordable.
Facing a Challenge?
What We Did?
EbizON provided Salesforce Integration services to the client to help them customize their Salesforce NPSP.
EbizON’s team of Salesforce experts worked closely with the client to understand their needs, requirements, and challenges.
We helped the client customize their Salesforce NPSP by developing custom objects, fields, and workflows.
We also created custom reports and dashboards to help the client track their membership, training, and event information in real-time.
Outcome
The Salesforce Integration helped the client to keep their membership, training, and event information organized and scalable.
The client was able to track their membership, training, and event information in real-time, which helped them make informed decisions.
The customized Salesforce NPSP helped the client to reduce their operational costs, improve their efficiency, and increase their productivity.
With the Salesforce NPSP, the client was able to offer better services to their members, which helped them increase their membership and revenue.
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