PROBLEM
This Maryland nonprofit provides low-cost automobiles for individuals in need through a qualifying application process. In the past, each application required manual review and Salesforce entry, resulting in unforced errors, lengthy bottlenecks, and oftentimes a need for resubmission. Due to these inefficiencies, the nonprofit could only process 20 applications statewide yearly.
SOLUTION
After numerous in-depth conversations, Salesforce implementation partner Team Virtuoso implemented a Salesforce Experience Site to allow online applications, employment records, and ID submissions directly into Salesforce, giving the nonprofit’s users one-click access. Additionally, Team Virtuoso introduced new Salesforce objects, providing the nonprofit coordinator with efficient list views and a simple point-and-click status notation feature.
RESULT
The nonprofit saw an exponential surge in volume and efficiency by adopting the solutions recommended by Salesforce consulting partner Team Virtuoso. By eliminating manual entry, the nonprofit received and processed more applications in one month than the entire year prior, equating to a 1,100% increase in productivity and many in-need individuals being able to purchase their own vehicles.
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