A renowned nonprofit organization focusing on autism research and resources that provide lifetime services for individuals and their families world-wide. They were using multiple page PDF intake forms, which then had to be manually input into an Access database, which itself was difficult to use.
MST Solutions faced challenges that included migrating all data into Salesforce Cloud, enabling the nonprofit to minimize manual data input, and have a 360 view of their clients. Through out-of-the box thinking, the task accomplished as well as ensuring no more invalidated data went into their new Salesforce platform. Now they can also visualize their entire organizational business at the click of a mouse
The nonprofit’s paper intake forms required data entry into an Access database, without validation. MST faced the challenge of cleaning that amount of data and modifying the data structure to better align with the Salesforce end model without losing important data along the way.
As MST has worked with other large nonprofits in large Salesforce implementations, we created an online intake form so that the data entry process was greatly diminished prior to populating the Salesforce database. Now Salesforce manages program enrollment using opportunities and sales path. Salesforce also provides the nonprofit a 360 view of their business.
Salesforce
Sales Cloud
Nonprofit Success Pack
Better data quality,
Improved visibility on clients
Easier data entry
Improved employee efficiency
Overall, the autism research and resource nonprofit organization and MST utilized the flexibility of the Salesforce platform to implement, modernize and ensure the integrity of their input process. Now the nonprofit has greatly improved visibility on their clients as well as throughout the business.
The nonprofit has saved a considerable amount of time due to the elimination of the legacy 13-page intake form. There is no further data entry into that form, and it takes no time from online completion until the data populates the database, as well as far fewer data inconsistency issues.
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