Eigen X Case Study- Cookies for Kids' Cancer
Client Overview
Location: Califon, NJ, USA
Employees: 1-50
Industry: Non-Profit
Solution: Salesforce Maintenance & Support
Go-Live Dates: On Going
Cookies for Kids’ Cancer is a non-profit organization that is committed to raising funds for research to develop new, improved, and less toxic treatments for pediatric cancer — the #1 disease killer of children in the U.S. The provide inspiration and support for individuals, businesses and organizations to raise funds by hosting grassroots fundraisers, including our signature bake sale events.
Challenge
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Opportunity records created from Third Party Apps not flowing over correctly into Salesforce
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Unorganized and inconsistent data being populated in multiple objects
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Missing data in reports and varying grouping of incoming opportunity donations
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Marketing team is sending out manual emails and unsure if the right contact is receiving the correct email
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Ongoing issues and questions
Solution
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Create new or update existing flows and process builders to better define the integration from the third-party apps into Salesforce
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Provide guidance on best practice for data entry and field security
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Enhanced donation tracking by categorizing each type of donation into a revenue stream bucket
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Build Salesforce email templates and setup automated emails to be sent out based on types of donations
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Schedule weekly meetings to answer any questions and address any pain points that is being experienced
Result
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New opportunities coming in from Shopify, Classy and Grassroots are now flowing over correctly and being bucketed into the correct revenue stream
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Reduced the number of record types, updated many of the page layouts to only show necessary data and made certain fields required
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Put rules in place to distinguish certain types of opportunities and categorized them, updated all existing reports to use new Revenue Stream field and created additional reports based on feedback
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Salesforce automated emails are now going out to contact emails based on the type of opportunity
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Client now has the ability to ask any questions during the call and request additional enhancements
