Case Study

Implementing an Enterprise Salesforce Solution for a Nonprofit

Client

Nonprofit Industry

Headquarters

Washington, DC, USA

Services We Provide

Sales Cloud
Service Cloud
Experience Cloud
App Cloud
Platform CLoud
Third-Party Integrations
App Exchange
Member-Centric UX Design

VITG successfully implemented an enterprise Salesforce solution for a nonprofit, enabling them to streamline membership management, event planning, volunteer and community engagement and customer support.

Our team’s expertise in Salesforce implementation allowed the nonprofit to leverage the platform’s capabilities to enhance member satisfaction, improve operational efficiency, and gain valuable insights into their membership base. VITG’s successful partnership with the nonprofit demonstrates our ability to deliver tailored CRM solutions that drive organizational success.

Key Achievements

  • Supported multiple Salesforce Organizations across multiple nonprofit Business units.
  • Designed and Implemented automated data synchronization between Association Management system and Salesforce using Mulesoft.
  • Successfully migrated multiple legacy application on ColdFusion and Java platforms to Experience Cloud as community and partner portals.
  • Implemented a comprehensive call center solution that integrated Salesforce CRM with NICE CXone Agent, resulting in the consolidation of support for more than forty support applications (email, call, and chat) into a single Salesforce case management system increasing the efficiency of the support agents.
  • Successfully implemented a DevOps pipeline for Salesforce, initially utilizing Bitbucket and Bamboo and later transitioned to GitHub and GitHub Actions, ensuring continuous integration and delivery (CI/CD).
  • Successfully integrated multiple third-party app exchange products to enhance member experience using tools like DocuSign, Nintex DocGen.
  • Assisted in streamlining and implementing marketing campaigns which are spread across multiple marketing tools (Real magnet, Salesforce Marketing Cloud) to Oracle Eloqua Marketing Cloud, improving member engagement.

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