Salesforce
Key Improvements
Value-driven plan to lower project costs and combine Salesforce CRM and Nonprofit functionality.
Management of programs, residents, staff, properties, and volunteers is now fully on platform.
Out-of-the-box (OOTB) component use at 90%; solution now more economical to maintain.
Solution adoption rates improved with new user friendly configuration.
Close alignment between organization’s team and Diabsolut has resulted in continued partnership.
The Challenge
A provider of high-quality, affordable housing and housing services to communities and groups in need was seeking assistance with their Salesforce solution. They were using two separate Salesforce orgs (individual copies of their solution) for different purposes, with one being used exclusively for their business development team and the other for their community impact team. Salesforce’sNonprofit Success Pack (NPSP) had been implemented by a previous implementation partner but was not being fully utilized.
Pain Points
- Multiple orgs meant maintenance of two separate sets of apps, data, systems, etc., which impacted costs and limited data visibility
- Solution relied heavily on customization
- Accessibility issues for some users
- Data inaccuracies and inconsistencies
- •Entirely manual reporting process which relied on entering data multiple times
- Unable to achieve full ROI and benefits of solution components
Requirements
- Combine separate orgs into a single solution and create a user-friendly single platform experience
- Extend functionality to include Program, Resident, Staff, Property, and Volunteer management
- Prioritize value; limit short-and long-term costs
- Streamline solution and integration
- Optimize integration for more complete data and reporting
- Replace manual entry and processes with best practices wherever possible
The Solution
Diabsolut worked closely with the organization’s team to ensure their solution would be better suited to their everyday needs, as well their more complex requirements. User-friendliness was emphasized, as was replacing complex and custom components with out-of-the-box configuration to help achieve sustainability and value.
The organization’s separate orgs were consolidated into a single organd the fullNonprofit Success Pack (NPSP) —includingCaseMgmt.(NCCM), Program Management Module(PMM), and Volunteers for Salesforce (V4S) —was reintegrated in a way that added a new level of data and functionality.
Products Implemented
The Results
Through close collaboration with Diabsolut, the organization now has a streamlined, single-org Salesforce solution that is easier to use, more cost-effective to maintain, and fully supports both community-focused services and future development. By moving from complex customizations to mostly out-of-the-box functionality, they have achieved improved user adoption, cost savings, and long-term sustainability.
Key Results
- Easier-to-scale solution, 90% built with out-of-the-box components
- Lower costs and simplified maintenance
- Reduced manual processes and improved reporting accuracy
- Automatic, secure access based on user permissions
- Strategy and best practices lowered project costs
- Programs, residents, staff, properties, and volunteers fully managed on platform
- Expanded, easier-to-use tools for services and volunteer management
- New functionality for scheduling, background checks, compliance, and enrollment
- Improved activity tracking to design better business processes
- Consolidated, automated reporting eliminated manual effort
- Access to complete data for stronger planning and decision-making