Case Study:
PROBLEM
This Maryland non-profit 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 non-profit 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 non-profit’s users one-click access. Additionally, Team Virtuoso introduced new Salesforce objects, providing the non-profit coordinator with efficient list views and a simple point-and-click status notation feature.
RESULT
The non-profit saw an exponential surge in volume and efficiency by adopting the solutions recommended by Salesforce consulting partner, Team Virtuoso. By eliminating manual entry, the non-profit 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.
