Although Salesforce® was providing great benefits to Volunteering QLD, the organisation needed assistance to truly unlock the potential. To achieve this, Volunteering QLD engaged SalesFix, a specialist partner in business improvement who had a vast knowledge of implementing, integrating and
configuring Salesforce and related systems.
SalesFix really listened to Volunteering QLD’s objectives, needs and vision. As a Salesforce Silver Alliance Partner, SalesFix understood to take them to the next level they needed to customise the system and build in business processes, workflows and automation. Through collaboration and communication, SalesFix configured Salesforce® to connect silos of data that had been previously captured and stored. The related lists within the system now ‘talked’ to each other and produced truly meaningful information and reports. Julie Molloy, Director – Social Engagement, said, “From a reporting perspective, Salesfix has taken Volunteering QLD to a new level of efficiency and productivity. I have a dashboard that gives me up-to-date information in real time – it’s amazing!”
SalesFix also aligned the system’s information flows to Volunteering QLD’s key business processes. Rather than changing the business to suit the system, SalesFix ensured that Salesforce® was responsive to the unique needs of Volunteering QLD. “Salesfix really listened! They provided us with a customised CRM to further help our volunteering communities,” said Molloy.
SalesFix enabled Volunteering QLD to move forward in the collection and use of information; information that can be accessed anywhere and anytime, including on mobile devices, via cloud-based applications.
The results of working with SalesFix were immediate. Volunteering QLD can now produce linked and accurate data records. They have an intuitive, tailored CRM system which is responsive to their ongoing data needs and business practices.