Date
Client
Skills- Julie Molloy
SalesFix listened very carefully to what our objectives were and what we wanted to be able to achieve with Salesforce. Without their support, we would not have been able, or had the confidence, to take the bigger steps. SalesFix and Salesforce.com are a huge part of our success story.
Director - Social Engagement, Volunteering QLD
To fulfil its vision, Volunteering QLD:
- Engages and refers volunteers, including emergency volunteering.
- Builds community resilience and volunteer capacity,specifically through projects like its Step Up Program.
- Delivers professional development and nationally recognised training and assessment and is a Registered Training Organisation (RTO).
- Works with academic partners and participates in academic research, and
- Advocates for the Queensland volunteer sector, providing policy advice and support.
Effective stakeholder and volunteer engagement is crucial to volunteering QLD’s success. However, managing that process – especially during disasters – has not always been simple
Key Benefits
The SalesFix Solution
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
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.
Additionally, the long term benefits of SalesFix’ advice has continued to be realised by Volunteering QLD.
Using their customised version of Salesforce®, the organisation can now:
- Track volunteer placements – meaning the team knows who has been sent where and what they’ve done, which is essential from a health and safety perspective;
- Proactively engage with its potential volunteer workforce – which enables Volunteering QLD to build community resilience, educate on disaster readiness and communicate with the locals, before a crisis hits;
- Review and filter volunteers’ records – this allows Volunteering QLD to send the right people to locations where they are requested to help disaster affected communities;
- Well as to identifying specific skill sets and availability across the volunteer workforce; and
- Easily and efficiently produce comprehensive, real time statistical reports for client organisations.
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