Experience Cloud Platform - Non-Profit
A leading alumni association for a prestigious U.S. university, transformed their member data access and operational efficiency through a tailored Salesforce Experience Cloud platform, providing real-time insights and secure data access.
The Problem
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Our client encountered key challenges in data management:
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Lack of Access: External users could not view data about their chapters, network members, or donations.
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Manual Data Compilation: Internal staff had to compile and send chapter reports annually using manual Salesforce formulas, which was time-intensive and inefficient.
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Data Security Concerns: Limited mechanisms to control data access led to privacy challenges.
The Solution
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Experience Cloud Platform:
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Built a robust platform tailored to the client's unique needs.
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Provided secure, regulated access for users, ensuring data privacy and relevancy.
User Permissions & Real-Time Data Display:
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Implemented granular access controls to allow users to view data specific to their chapters.
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Developed dynamic dashboards with real-time data on members, donations, and performance metrics.
Automated Data Rollups:
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Utilized Calculable Rollup Apex for efficient aggregation and real-time insights, ensuring accurate and actionable data was readily available.
The Results
2X Increase in User Login Activity:
Improved platform usability and real-time access encouraged greater user engagement.
45% Increase in Employee Efficiency:
Automating manual processes saved significant time, allowing staff to focus on strategic initiatives.
Enhanced End-User Satisfaction:
Dynamic dashboards and secure data access elevated user experience and confidence in the platform.