 Time-consuming
A common activity at non-profits is exporting files, which call centres use to call donors. After the call campaign, the result files have to be processed in Salesforce. Sometimes this involves new pledges, sometimes it involves upgrading existing pledges. The old pledge is then terminated and a new one is started and linked to a new or existing account number. Statuses of campaign members need to be updated and sometimes NAW data and communication preferences. Those who process these files will agree that it is a time-consuming and error-prone process.Â
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Simplify
To simplify the import process, g-company has developed a solution that is currently operational at a few customers. The basis is that all import data is always read into a separate object in the same way. You can then select what should happen to the supplied data: is it new data, or is it an update on existing data? Is it about commitments, or do e-mail addresses need to be added to distribution lists? The various scenarios are configured in consultation with the customer. At the press of a button, the desired actions are carried out.
Bespoke
Because every organisation has its own unique objects, field names and processes, setting up the tool is custom-made. Fortunately, many components from previous implementations are reusable, so the tool can be delivered quickly with a limited investment. Want to know how much your organisation can save with ImportHulp? Then contact us!
Time consuming
A common activity with non-profits is the export of files, with which call centres call donors. After the call, the result files must be processed in Salesforce. Sometimes it is about new commitments, sometimes it is about upgrading existing ones. The old commitment is then terminated and a new one is started and linked to a new or existing account number. Statuses of campaign members need to be updated and sometimes the name, address details and communication preferences. The person who processes these files will confirm that it is a time-consuming and error-prone process.
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Simplify
To simplify the import process, g-company has developed a solution that is currently operational at a few customers. The basis is that all import data is always read in the same way into a separate object. You can then select what should be done with the data supplied: is it new data, or is it an update on existing data? Is it about commitments, or do email addresses have to be added to distribution lists? The different scenarios are configured in consultation with the customer. The desired actions are performed at the touch of a button.
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 Customisation
Because every organisation has its own unique objects, field names and processes, the design of the tool is tailor-made. Fortunately, many components from previous implementations are reusable, so that the tool can be delivered quickly with a limited investment. Do you want to know how much your organisation can save with the ImportHelp? Then get in touch!
